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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
Verizon
VZ
+$125K

Sector Composition

1 Technology 32.54%
2 Financials 25.39%
3 Consumer Discretionary 19.61%
4 Communication Services 12.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.2K 0.02%
581
+4
77
$28.1K 0.02%
+260
78
$28.1K 0.02%
147
79
$28K 0.02%
536
+7
80
$27.5K 0.02%
202
-50
81
$26.9K 0.02%
340
+70
82
$26.4K 0.02%
107
+1
83
$25.8K 0.02%
159
84
$25.7K 0.02%
1,509
85
$23.5K 0.01%
460
+7
86
$23.2K 0.01%
761
+7
87
$22.5K 0.01%
665
+8
88
$22.3K 0.01%
200
89
$21.1K 0.01%
213
90
$20.6K 0.01%
500
91
$20.4K 0.01%
150
-2,675
92
$19.7K 0.01%
1,191
+10
93
$19.3K 0.01%
100
94
$19K 0.01%
435
+3
95
$18K 0.01%
233
96
$15.4K 0.01%
250
-23,998
97
$15.3K 0.01%
1,232
98
$13.8K 0.01%
314
+3
99
$13.2K 0.01%
350
100
$13.1K 0.01%
200
2 3
4
5 6