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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.02%
417
+5
77
$30K 0.02%
250
78
$29K 0.02%
219
79
$29K 0.02%
482
+4
80
$28K 0.02%
2,132
-1,270
81
$28K 0.02%
856
+10
82
$27K 0.02%
1,116
+2
83
$26K 0.02%
359
+3
84
$26K 0.02%
100
85
$25K 0.02%
552
+99
86
$23K 0.02%
218
+3
87
$23K 0.02%
146
+1
88
$23K 0.02%
182
+128
89
$22K 0.02%
201
-200
90
$22K 0.02%
400
91
$20K 0.02%
225
92
$19K 0.01%
310
+1
93
$18K 0.01%
499
+11
94
$17K 0.01%
60
+10
95
$17K 0.01%
69
96
$16K 0.01%
293
+3
97
$15K 0.01%
75
98
$15K 0.01%
317
+2
99
$15K 0.01%
94
-81
100
$15K 0.01%
200
2 3
4
5 6