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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$473K
3
+$459K
4
VZ icon
Verizon
VZ
+$451K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Top Sells

1
+$1.18M
2
+$499K
3
+$478K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$121K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.02%
499
+5
77
$32K 0.02%
149
+1
78
$29K 0.02%
529
+7
79
$28K 0.02%
561
+3
80
$27K 0.02%
330
+2
81
$26K 0.02%
602
82
$25K 0.02%
213
83
$25K 0.02%
2,184
+15
84
$23K 0.01%
150
85
$22K 0.01%
1,130
+5
86
$21K 0.01%
156
-54
87
$21K 0.01%
100
88
$20K 0.01%
420
-50
89
$20K 0.01%
140
-27
90
$19K 0.01%
225
91
$19K 0.01%
606
-278
92
$18K 0.01%
1,604
+28
93
$18K 0.01%
314
+1
94
$17K 0.01%
104
+1
95
$17K 0.01%
70
96
$17K 0.01%
+1,000
97
$17K 0.01%
111
+1
98
$16K 0.01%
40
99
$15K 0.01%
300
100
$14K 0.01%
309
2 3
4
5 6