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
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$267K
3 +$29.2K
4
SBUX icon
Starbucks
SBUX
+$19.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Top Sells

1 +$915K
2 +$306K
3 +$162K
4
SCHW icon
Charles Schwab
SCHW
+$159K
5
TSLA icon
Tesla
TSLA
+$119K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$26K 0.02%
576
+6
77
$23.6K 0.02%
120
78
$23.2K 0.02%
223
79
$19.5K 0.02%
+500
80
$19.3K 0.02%
213
81
$18.8K 0.02%
1,260
+8
82
$18.4K 0.02%
+270
83
$17.9K 0.01%
1,153
+9
84
$17.8K 0.01%
630
+8
85
$17.6K 0.01%
350
86
$16.5K 0.01%
97
+62
87
$16.1K 0.01%
100
88
$15.4K 0.01%
158
+1
89
$13.2K 0.01%
319
+2
90
$13K 0.01%
386
+94
91
$12.7K 0.01%
200
92
$12.4K 0.01%
113
+1
93
$12.4K 0.01%
685
+10
94
$11.8K 0.01%
315
+3
95
$11.2K 0.01%
63
+1
96
$10.9K 0.01%
190
97
$10.7K 0.01%
305
+2
98
$10.6K 0.01%
1,232
99
$10.3K 0.01%
80
100
$10.2K 0.01%
160
+2