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
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$330K
3
+$319K
4
SBUX icon
Starbucks
SBUX
+$284K
5
INTC icon
Intel
INTC
+$257K

Top Sells

1
+$138K
2
+$124K
3
+$109K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103K
5
SCHW icon
Charles Schwab
SCHW
+$75.6K

Sector Composition

1 Financials 28.98%
2 Consumer Discretionary 23.5%
3 Technology 23.41%
4 Communication Services 13.04%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.02%
223
77
$19K 0.02%
213
78
$18K 0.01%
622
+7
79
$17K 0.01%
1,252
+2
80
$17K 0.01%
1,144
+7
81
$16K 0.01%
121
+1
82
$16K 0.01%
100
83
$13K 0.01%
157
84
$13K 0.01%
112
+1
85
$13K 0.01%
150
86
$12K 0.01%
317
+2
87
$12K 0.01%
200
88
$11K 0.01%
309
89
$11K 0.01%
675
+9
90
$11K 0.01%
80
91
$10K 0.01%
312
+4
92
$9K 0.01%
190
93
$9K 0.01%
303
-374
94
$9K 0.01%
62
95
$9K 0.01%
158
+1
96
$9K 0.01%
292
-310
97
$9K 0.01%
31
98
$9K 0.01%
200
99
$9K 0.01%
86
+1
100
$8K 0.01%
119
2 3
4
5 6