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
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.22M
3
+$176K
4
ADBE icon
Adobe
ADBE
+$93.9K
5
SBUX icon
Starbucks
SBUX
+$90.3K

Top Sells

1
+$146M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$3.55M
5
AAPL icon
Apple
AAPL
+$729K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.7K 0.02%
156
+1
77
$26.4K 0.01%
1,523
+7
78
$26.1K 0.01%
+800
79
$25.7K 0.01%
647
+8
80
$25K 0.01%
100
-20
81
$24.6K 0.01%
109
+2
82
$24.6K 0.01%
+690
83
$23.6K 0.01%
439
+2
84
$23.2K 0.01%
1,206
+7
85
$22.8K 0.01%
101
-50
86
$22.2K 0.01%
+104
87
$21.8K 0.01%
412
+5
88
$21K 0.01%
+45
89
$20.6K 0.01%
+485
90
$20.5K 0.01%
683
+9
91
$19.6K 0.01%
+300
92
$18.5K 0.01%
+500
93
$18.3K 0.01%
100
94
$18.2K 0.01%
233
95
$17.9K 0.01%
+470
96
$16.7K 0.01%
+50
97
$16.3K 0.01%
+2,000
98
$16K 0.01%
+280
99
$15.3K 0.01%
77
100
$15K 0.01%
755
+11
2 3
4
5 6