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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
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
51
$73.3K 0.03%
151
52
$65.2K 0.03%
794
+3
53
$62.4K 0.03%
555
-45
54
$61.9K 0.03%
607
+5
55
$60.8K 0.03%
4,000
56
$58.4K 0.03%
567
+1
57
$58.1K 0.03%
60
58
$57.9K 0.02%
470
+5
59
$55K 0.02%
856
-69
60
$53.7K 0.02%
120
61
$52K 0.02%
236
-50
62
$49K 0.02%
125
-15
63
$46.4K 0.02%
1,551
64
$42.9K 0.02%
647
-231
65
$42.2K 0.02%
300
+2
66
$40.8K 0.02%
448
+1
67
$38.9K 0.02%
926
68
$38.5K 0.02%
1,146
+100
69
$36.7K 0.02%
185
70
$36.6K 0.02%
2,500
-855
71
$35.8K 0.02%
536
+3
72
$35.8K 0.02%
552
+5
73
$31.3K 0.01%
1,541
74
$29.9K 0.01%
160
-9
75
$29.8K 0.01%
100
1 2
3
4 5