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
$150M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$250K
3
+$246K
4
NVDA icon
NVIDIA
NVDA
+$191K
5
MSFT icon
Microsoft
MSFT
+$178K

Top Sells

1
+$118K
2
+$80K
3
+$63.9K
4
ABT icon
Abbott
ABT
+$58.5K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$30.4K

Sector Composition

1 Financials 26.63%
2 Consumer Discretionary 23.91%
3 Technology 22.32%
4 Communication Services 17.37%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.02%
825
+5
77
$29K 0.02%
100
78
$28K 0.02%
875
+10
79
$27K 0.02%
210
+1
80
$27K 0.02%
1,122
+3
81
$27K 0.02%
2,155
+13
82
$26K 0.02%
558
+3
83
$25K 0.02%
2,050
+32
84
$25K 0.02%
147
85
$24K 0.02%
605
-207
86
$22K 0.01%
201
87
$22K 0.01%
312
+1
88
$22K 0.01%
514
+7
89
$21K 0.01%
225
90
$20K 0.01%
35
+10
91
$19K 0.01%
69
92
$18K 0.01%
319
93
$15K 0.01%
350
94
$15K 0.01%
200
95
$14K 0.01%
97
+1
96
$14K 0.01%
110
+1
97
$14K 0.01%
298
+3
98
$14K 0.01%
80
99
$13K 0.01%
76
100
$13K 0.01%
61
2 3
4
5 6