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FA

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
$219M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$581K
3
+$402K
4
PFE icon
Pfizer
PFE
+$219K
5
KVUE icon
Kenvue
KVUE
+$118K

Top Sells

1
+$2.69M
2
+$2.23M
3
+$934K
4
AAPL icon
Apple
AAPL
+$891K
5
SCHW
Charles Schwab
SCHW
+$584K

Sector Composition

1 Technology 29.95%
2 Financials 23.82%
3 Communication Services 15.66%
4 Consumer Discretionary 13.11%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
76
SPDR Gold Trust
GLD
$138B
$28K 0.01%
65
-10
AMAT icon
77
Applied Materials
AMAT
$471B
$27.5K 0.01%
80
-10
UNP icon
78
Union Pacific
UNP
$153B
$27.4K 0.01%
113
+1
KMI icon
79
Kinder Morgan
KMI
$69.7B
$27.3K 0.01%
814
+7
EAOM icon
80
iShares ESG Aware Moderate Allocation ETF
EAOM
$8.59M
$26K 0.01%
+875
USB icon
81
US Bancorp
USB
$90.2B
$24.9K 0.01%
478
+4
AKRE
82
Akre Focus ETF
AKRE
$5.55B
$24.4K 0.01%
461
AHR icon
83
American Healthcare REIT
AHR
$9.62B
$23.6K 0.01%
500
LEVI icon
84
Levi Strauss
LEVI
$9B
$23.4K 0.01%
1,267
+8
XLV icon
85
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
$22.3K 0.01%
152
+1
ITA icon
86
iShares US Aerospace & Defense ETF
ITA
$14.3B
$21.9K 0.01%
+100
CMI icon
87
Cummins
CMI
$99B
$21.6K 0.01%
40
PPA icon
88
Invesco Aerospace & Defense ETF
PPA
$8.36B
$21.5K 0.01%
+130
PEBO icon
89
Peoples Bancorp
PEBO
$1.28B
$21.1K 0.01%
642
+8
MDB icon
90
MongoDB
MDB
$26.9B
$19.6K 0.01%
80
NI icon
91
NiSource
NI
$22.4B
$19.6K 0.01%
419
+2
VEEV icon
92
Veeva Systems
VEEV
$25.2B
$17.6K 0.01%
100
DAL icon
93
Delta Air Lines
DAL
$54B
$17.1K 0.01%
258
+1
GEHC icon
94
GE HealthCare
GEHC
$27.8B
$16.7K 0.01%
234
YUM icon
95
Yum! Brands
YUM
$42.5B
$16.3K 0.01%
105
+1
PBE icon
96
Invesco Biotechnology & Genome ETF
PBE
$261M
$16K 0.01%
202
MRK icon
97
Merck
MRK
$285B
$15.7K 0.01%
131
-14
CVX icon
98
Chevron
CVX
$354B
$14.8K 0.01%
72
+1
MGV icon
99
Vanguard Mega Cap Value ETF
MGV
$12.9B
$14.6K 0.01%
101
CSX icon
100
CSX Corp
CSX
$84.7B
$14.3K 0.01%
348
+2
2 3
4
5 6