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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.1K 0.01%
200
77
$26.6K 0.01%
1,516
+7
78
$26.1K 0.01%
107
79
$25.1K 0.01%
768
+7
80
$24.3K 0.01%
1,199
+8
81
$23K 0.01%
100
82
$22.9K 0.01%
437
+2
83
$21.4K 0.01%
407
-129
84
$20.9K 0.01%
233
85
$19.4K 0.01%
674
+9
86
$14.7K 0.01%
1,232
87
$14.2K 0.01%
101
+26
88
$13.7K 0.01%
744
+12
89
$13.5K 0.01%
65
-82
90
$13.5K 0.01%
297
+1
91
$13.2K 0.01%
77
+1
92
$12.9K 0.01%
200
93
$12.4K 0.01%
337
+1
94
$12.3K 0.01%
75
-75
95
$12.1K 0.01%
252
+1
96
$11.9K 0.01%
169
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97
$11.3K 0.01%
39
98
$11K 0.01%
57
99
$10.9K 0.01%
396
+4
100
$10.5K 0.01%
66
+1
2 3
4
5 6