FA

Financial Avengers Portfolio holdings

AUM $215M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.7M
3
+$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.02%
+478
77
$27K 0.02%
+100
78
$26K 0.02%
+175
79
$25K 0.02%
+500
80
$23K 0.02%
+846
81
$22K 0.02%
+225
82
$22K 0.02%
+145
83
$22K 0.02%
+1,114
84
$22K 0.02%
+453
85
$21K 0.02%
+400
86
$19K 0.02%
+219
87
$18K 0.01%
+215
88
$17K 0.01%
+69
89
$16K 0.01%
+309
90
$16K 0.01%
+108
91
$16K 0.01%
+847
92
$15K 0.01%
+75
93
$14K 0.01%
+656
94
$14K 0.01%
+200
95
$14K 0.01%
+200
96
$14K 0.01%
+488
97
$14K 0.01%
+80
98
$13K 0.01%
+25
99
$13K 0.01%
+50
100
$13K 0.01%
+93
2 3
4
5 6