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

Top Buys

1 +$447K
2 +$410K
3 +$217K
4
ADBE icon
Adobe
ADBE
+$150K
5
TIC
TIC Solutions Inc
TIC
+$120K

Top Sells

1 +$1.22M
2 +$1.14M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$558K

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
TSM icon
76
TSMC
TSM
$1.44T
$29.3K 0.01%
105
LEVI icon
77
Levi Strauss
LEVI
$8.51B
$29.1K 0.01%
1,250
+9
XLV icon
78
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
$28.9K 0.01%
208
+1
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$90.2B
$28.6K 0.01%
102
+1
UNP icon
80
Union Pacific
UNP
$140B
$26.4K 0.01%
112
+1
MDB icon
81
MongoDB
MDB
$33.6B
$24.8K 0.01%
80
-5
CAT icon
82
Caterpillar
CAT
$263B
$23.9K 0.01%
50
GLD icon
83
SPDR Gold Trust
GLD
$147B
$23.1K 0.01%
65
USB icon
84
US Bancorp
USB
$83.5B
$22.6K 0.01%
469
+5
KMI icon
85
Kinder Morgan
KMI
$59.3B
$22.6K 0.01%
798
+8
TGT icon
86
Target
TGT
$44.6B
$22.1K 0.01%
247
+3
AMAT icon
87
Applied Materials
AMAT
$197B
$21.3K 0.01%
104
PEBO icon
88
Peoples Bancorp
PEBO
$1.13B
$18.7K 0.01%
625
+9
GM icon
89
General Motors
GM
$75.1B
$18.4K 0.01%
301
NI icon
90
NiSource
NI
$19.5B
$17.9K 0.01%
414
+3
SSNC icon
91
SS&C Technologies
SSNC
$21.2B
$17.8K 0.01%
200
-202
GEHC icon
92
GE HealthCare
GEHC
$37.5B
$17.6K 0.01%
234
CMI icon
93
Cummins
CMI
$68.7B
$16.8K 0.01%
40
YUM icon
94
Yum! Brands
YUM
$42.5B
$15.8K 0.01%
104
DAL icon
95
Delta Air Lines
DAL
$45.5B
$14.6K 0.01%
256
PBE icon
96
Invesco Biotechnology & Genome ETF
PBE
$252M
$14K 0.01%
201
+1
MGV icon
97
Vanguard Mega Cap Value ETF
MGV
$10.7B
$13.9K 0.01%
101
APH icon
98
Amphenol
APH
$155B
$12.8K 0.01%
103
CSX icon
99
CSX Corp
CSX
$68B
$12.3K 0.01%
345
+1
MRK icon
100
Merck
MRK
$246B
$12.1K 0.01%
144
+1