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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$348K
3
+$262K
4
SBUX icon
Starbucks
SBUX
+$252K
5
PYPL icon
PayPal
PYPL
+$249K

Top Sells

1
+$334K
2
+$192K
3
+$73.1K
4
UNH icon
UnitedHealth
UNH
+$33.3K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$32.4K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.02%
100
77
$30K 0.02%
209
-10
78
$30K 0.02%
421
+4
79
$30K 0.02%
214
+32
80
$29K 0.02%
486
+4
81
$29K 0.02%
2,142
+10
82
$27K 0.02%
346
-13
83
$26K 0.02%
147
+1
84
$26K 0.02%
865
+9
85
$26K 0.02%
555
+3
86
$25K 0.02%
2,018
-1,376
87
$23K 0.02%
220
+2
88
$22K 0.01%
201
89
$22K 0.01%
311
+1
90
$21K 0.01%
507
+8
91
$20K 0.01%
225
92
$19K 0.01%
300
+150
93
$19K 0.01%
69
94
$18K 0.01%
61
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95
$16K 0.01%
96
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96
$16K 0.01%
109
97
$16K 0.01%
295
+2
98
$15K 0.01%
25
99
$15K 0.01%
319
+2
100
$15K 0.01%
350
+50
2 3
4
5 6