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
$163M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$451K
3
+$316K
4
ADBE icon
Adobe
ADBE
+$245K
5
SHOP icon
Shopify
SHOP
+$136K

Top Sells

1
+$4.04M
2
+$341K
3
+$300K
4
AAPL icon
Apple
AAPL
+$209K
5
SCHW icon
Charles Schwab
SCHW
+$198K

Sector Composition

1 Financials 26.35%
2 Consumer Discretionary 25.37%
3 Technology 24.98%
4 Communication Services 13.51%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.02%
150
77
$35K 0.02%
5,500
78
$34K 0.02%
494
+4
79
$33K 0.02%
210
80
$31K 0.02%
470
-275
81
$29K 0.02%
167
+91
82
$29K 0.02%
148
+1
83
$28K 0.02%
1,125
+3
84
$28K 0.02%
884
+9
85
$27K 0.02%
522
+8
86
$27K 0.02%
2,169
+14
87
$27K 0.02%
558
88
$26K 0.02%
100
89
$25K 0.02%
328
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90
$24K 0.01%
70
+1
91
$23K 0.01%
213
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92
$22K 0.01%
300
93
$22K 0.01%
201
94
$22K 0.01%
581
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95
$21K 0.01%
313
+1
96
$20K 0.01%
225
97
$20K 0.01%
110
98
$19K 0.01%
1,576
-474
99
$19K 0.01%
1,000
100
$18K 0.01%
323
+4
2 3
4
5 6