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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$634K
3
+$347K
4
DIS icon
Walt Disney
DIS
+$336K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314K

Top Sells

1
+$168K
2
+$30.2K
3
+$25.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
AEP icon
American Electric Power
AEP
+$12.5K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.9K 0.02%
453
+5
77
$29.9K 0.02%
509
+5
78
$28.5K 0.02%
577
+377
79
$27.1K 0.02%
700
80
$26.8K 0.02%
529
+5
81
$25.4K 0.02%
230
+2
82
$25.2K 0.02%
147
+50
83
$24.7K 0.02%
748
+10
84
$23.2K 0.02%
1,509
+9
85
$23K 0.02%
754
+490
86
$22K 0.01%
159
+1
87
$21.6K 0.01%
+106
88
$20.3K 0.01%
100
89
$19.6K 0.01%
500
90
$19.5K 0.01%
270
91
$19.1K 0.01%
432
+110
92
$18K 0.01%
213
93
$17K 0.01%
80
94
$16.7K 0.01%
657
+10
95
$16.5K 0.01%
200
96
$16K 0.01%
1,181
+10
97
$15.9K 0.01%
233
98
$15.8K 0.01%
350
99
$13.8K 0.01%
311
+2
100
$13.5K 0.01%
1,232
2 3
4
5 6