FA

Financial Avengers Portfolio holdings

AUM $215M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$654K
3
+$591K
4
BND icon
Vanguard Total Bond Market
BND
+$483K
5
VZ icon
Verizon
VZ
+$440K

Top Sells

1
+$3.11M
2
+$2.26M
3
+$1M
4
AXP icon
American Express
AXP
+$772K
5
SCHW icon
Charles Schwab
SCHW
+$648K

Sector Composition

1 Technology 32.45%
2 Financials 23.94%
3 Consumer Discretionary 18.68%
4 Communication Services 13.34%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.9K 0.04%
716
-116
52
$79.9K 0.04%
243
+25
53
$78.4K 0.04%
151
54
$74.3K 0.04%
457
+111
55
$67.9K 0.03%
130
56
$62.2K 0.03%
592
+3
57
$60.9K 0.03%
1,282
+4
58
$60.4K 0.03%
150
59
$56.4K 0.03%
906
-4
60
$54.3K 0.03%
308
61
$52.7K 0.02%
583
62
$52.3K 0.02%
912
+7
63
$47.8K 0.02%
1,686
+199
64
$44.1K 0.02%
290
65
$42.5K 0.02%
476
+4
66
$42.3K 0.02%
184
67
$41.7K 0.02%
415
68
$41K 0.02%
2,042
-112,650
69
$38.5K 0.02%
536
+5
70
$38.2K 0.02%
504
+1
71
$33.7K 0.02%
594
+3
72
$32.7K 0.02%
329
+3
73
$32.3K 0.02%
239
+2
74
$31.1K 0.01%
400
75
$29.3K 0.01%
690
1 2
3
4 5