FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$776K
3
+$638K
4
KVUE icon
Kenvue
KVUE
+$595K
5
PFE icon
Pfizer
PFE
+$575K

Top Sells

1
+$2.43M
2
+$957K
3
+$950K
4
AAPL icon
Apple
AAPL
+$865K
5
SCHW icon
Charles Schwab
SCHW
+$245K

Sector Composition

1 Technology 29.16%
2 Financials 27.34%
3 Consumer Discretionary 15.96%
4 Communication Services 12.75%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72.8K 0.04%
278
52
$70.2K 0.04%
1,107
-117
53
$67.9K 0.03%
461
+4
54
$67.9K 0.03%
140
-10
55
$62.4K 0.03%
871
-35
56
$59.5K 0.03%
4,000
-2,211
57
$59.4K 0.03%
120
-10
58
$58.9K 0.03%
1,287
+5
59
$55.9K 0.03%
+100
60
$53.1K 0.03%
480
+4
61
$51.6K 0.03%
5,000
62
$51.3K 0.03%
596
+4
63
$49.4K 0.03%
563
-20
64
$44.5K 0.02%
919
+7
65
$44.2K 0.02%
295
+5
66
$42.9K 0.02%
1,551
-135
67
$42.2K 0.02%
506
+2
68
$38.9K 0.02%
308
69
$38.7K 0.02%
541
+5
70
$37.8K 0.02%
184
71
$35.5K 0.02%
597
+3
72
$30.1K 0.02%
445
+2
73
$30K 0.02%
206
+1
74
$29.3K 0.01%
425
+5
75
$28.7K 0.01%
168
+10
1 2
3
4 5