FA
Financial Avengers Portfolio holdings
AUM
$215M
1-Year Return
19.96%
This Quarter Return
-1.13%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
-$1M
(-0.81%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
74.4%
Holding
158
New
1
Increased
59
Reduced
24
Closed
9
Top Buys
| 1 |
PayPal
PYPL
|
+$370K |
| 2 |
Adobe
ADBE
|
+$330K |
| 3 |
Shopify
SHOP
|
+$319K |
| 4 |
Starbucks
SBUX
|
+$284K |
| 5 |
Intel
INTC
|
+$257K |
Top Sells
| 1 |
Apple
AAPL
|
+$138K |
| 2 |
Amazon
AMZN
|
+$124K |
| 3 |
iShares International Select Dividend ETF
IDV
|
+$109K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$103K |
| 5 |
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% |
