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
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$442K
2 +$406K
3 +$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1 +$1.18M
2 +$1.14M
3 +$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMO icon
51
Thermo Fisher Scientific
TMO
$173B
$73.3K 0.03%
151
GLW icon
52
Corning
GLW
$111B
$65.2K 0.03%
794
+3
AEP icon
53
American Electric Power
AEP
$70.8B
$62.4K 0.03%
555
-45
IRM icon
54
Iron Mountain
IRM
$31.3B
$61.9K 0.03%
607
+5
LC icon
55
LendingClub
LC
$1.53B
$60.8K 0.03%
4,000
WMT icon
56
Walmart Inc
WMT
$972B
$58.4K 0.03%
567
+1
ASML icon
57
ASML
ASML
$522B
$58.1K 0.03%
60
CLX icon
58
Clorox
CLX
$13.1B
$57.9K 0.02%
470
+5
MCHP icon
59
Microchip Technology
MCHP
$35B
$55K 0.02%
856
-69
ISRG icon
60
Intuitive Surgical
ISRG
$170B
$53.7K 0.02%
120
FSLR icon
61
First Solar
FSLR
$21.2B
$52K 0.02%
236
-50
VRTX icon
62
Vertex Pharmaceuticals
VRTX
$115B
$49K 0.02%
125
-15
TMFG icon
63
Motley Fool Global Opportunities ETF
TMFG
$343M
$46.4K 0.02%
1,551
KO icon
64
Coca-Cola
KO
$327B
$42.9K 0.02%
647
-231
PEP icon
65
PepsiCo
PEP
$210B
$42.2K 0.02%
300
+2
EBAY icon
66
eBay
EBAY
$41.1B
$40.8K 0.02%
448
+1
AHR icon
67
American Healthcare REIT
AHR
$9.88B
$38.9K 0.02%
926
INTC icon
68
Intel
INTC
$225B
$38.5K 0.02%
1,146
+100
DHR icon
69
Danaher
DHR
$135B
$36.7K 0.02%
185
TAK icon
70
Takeda Pharmaceutical
TAK
$57B
$36.6K 0.02%
2,500
-855
UL icon
71
Unilever
UL
$136B
$35.8K 0.02%
536
+3
EQR icon
72
Equity Residential
EQR
$22.6B
$35.8K 0.02%
552
+5
JSTC icon
73
Adasina Social Justice All Cap Global ETF
JSTC
$256M
$31.3K 0.01%
1,541
HSY icon
74
Hershey
HSY
$43.1B
$29.9K 0.01%
160
-9
VEEV icon
75
Veeva Systems
VEEV
$30.3B
$29.8K 0.01%
100