FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$487K
3
+$339K
4
KVUE icon
Kenvue
KVUE
+$226K
5
ADBE icon
Adobe
ADBE
+$211K

Top Sells

1
+$2.12M
2
+$413K
3
+$399K
4
TSLA icon
Tesla
TSLA
+$301K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 31.63%
2 Financials 26.39%
3 Consumer Discretionary 15.04%
4 Communication Services 13.14%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65.1K 0.03%
925
+6
52
$63K 0.03%
229
-269
53
$62.3K 0.03%
140
54
$62.3K 0.03%
600
-101
55
$62.1K 0.03%
878
+7
56
$61.8K 0.03%
602
+6
57
$61.2K 0.03%
151
58
$55.8K 0.03%
465
+4
59
$55.3K 0.03%
566
+3
60
$51.9K 0.02%
3,355
-645
61
$48.6K 0.02%
484
+4
62
$48.1K 0.02%
4,000
-1,000
63
$48.1K 0.02%
+60
64
$47.3K 0.02%
286
-22
65
$47.1K 0.02%
1,551
66
$41.6K 0.02%
791
-496
67
$39.3K 0.02%
298
+3
68
$36.9K 0.02%
547
+6
69
$36.7K 0.02%
533
+2
70
$36.5K 0.02%
185
+1
71
$34K 0.02%
926
72
$33.3K 0.02%
402
-104
73
$33.3K 0.02%
447
+2
74
$30.5K 0.01%
1,541
+7
75
$29.6K 0.01%
429
+4
1 2
3
4 5