FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$398K
3
+$397K
4
PYPL icon
PayPal
PYPL
+$394K
5
ADBE icon
Adobe
ADBE
+$381K

Top Sells

1
+$529K
2
+$339K
3
+$181K
4
EPD icon
Enterprise Products Partners
EPD
+$105K
5
LLY icon
Eli Lilly
LLY
+$69.6K

Sector Composition

1 Financials 27.68%
2 Technology 24.31%
3 Consumer Discretionary 21.47%
4 Communication Services 14.17%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K 0.02%
564
+3
77
$21K 0.02%
1,200
-700
78
$20K 0.02%
213
79
$20K 0.02%
100
80
$19K 0.02%
602
81
$19K 0.02%
1,137
+7
82
$18K 0.01%
1,250
+250
83
$17K 0.01%
120
-20
84
$16K 0.01%
1,635
+31
85
$16K 0.01%
615
+9
86
$16K 0.01%
70
87
$16K 0.01%
300
88
$15K 0.01%
225
89
$14K 0.01%
157
+1
90
$14K 0.01%
61
91
$14K 0.01%
111
92
$14K 0.01%
150
93
$14K 0.01%
80
94
$13K 0.01%
315
+1
95
$12K 0.01%
309
96
$12K 0.01%
200
97
$12K 0.01%
308
+4
98
$11K 0.01%
666
+10
99
$10K 0.01%
420
100
$10K 0.01%
1,232
2 3
4
5 6