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
$151M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$264K
3
+$242K
4
VZ icon
Verizon
VZ
+$242K
5
ADBE icon
Adobe
ADBE
+$231K

Top Sells

1
+$135K
2
+$42.6K
3
+$32.8K
4
DBX icon
Dropbox
DBX
+$32.6K
5
C icon
Citigroup
C
+$27.3K

Sector Composition

1 Technology 31.55%
2 Financials 25.38%
3 Consumer Discretionary 20.97%
4 Communication Services 11.72%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.4K 0.02%
700
77
$25.8K 0.02%
350
78
$24.4K 0.02%
738
+10
79
$24.2K 0.02%
1,500
+240
80
$22.9K 0.02%
158
81
$22.2K 0.01%
50
-50
82
$20.3K 0.01%
500
83
$20.3K 0.01%
270
84
$19.8K 0.01%
100
85
$19.2K 0.01%
213
86
$18.9K 0.01%
233
87
$17.3K 0.01%
97
88
$17.2K 0.01%
647
+9
89
$17.1K 0.01%
200
90
$16.9K 0.01%
1,171
+10
91
$15.4K 0.01%
80
92
$15.1K 0.01%
1,232
93
$14.9K 0.01%
388
+1
94
$14.4K 0.01%
322
+1
95
$13.6K 0.01%
114
+1
96
$12.9K 0.01%
309
+2
97
$12.2K 0.01%
200
98
$12.2K 0.01%
708
+12
99
$11.9K 0.01%
250
100
$11.3K 0.01%
163
+1
2 3
4
5 6