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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$157K
3
+$138K
4
INTC icon
Intel
INTC
+$97K
5
DIS icon
Walt Disney
DIS
+$87.9K

Top Sells

1
+$1.55M
2
+$1.01M
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$38.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.3K 0.02%
582
+6
77
$26.6K 0.02%
223
78
$26.3K 0.02%
728
+7
79
$23.8K 0.02%
443
+5
80
$21.2K 0.02%
1,161
+8
81
$20.5K 0.02%
350
82
$20.2K 0.02%
500
83
$19.8K 0.02%
1,260
84
$19.4K 0.01%
158
85
$19.3K 0.01%
270
86
$19.1K 0.01%
+233
87
$19K 0.01%
213
88
$18.4K 0.01%
100
89
$17.8K 0.01%
97
90
$16.4K 0.01%
638
+8
91
$16.2K 0.01%
80
92
$14.9K 0.01%
1,232
93
$14.5K 0.01%
113
94
$14.2K 0.01%
321
+2
95
$14.2K 0.01%
387
+1
96
$12.6K 0.01%
200
+10
97
$12.5K 0.01%
200
98
$12.2K 0.01%
696
+11
99
$11.6K 0.01%
307
+2
100
$11.4K 0.01%
162
+2
2 3
4
5 6