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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$371K
4
PFE icon
Pfizer
PFE
+$277K
5
VZ icon
Verizon
VZ
+$221K

Top Sells

1
+$14.9M
2
+$744K
3
+$437K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
LLY icon
Eli Lilly
LLY
+$167K

Sector Composition

1 Technology 34.28%
2 Financials 24.56%
3 Consumer Discretionary 17.57%
4 Communication Services 12.32%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.1K 0.02%
177
77
$32.3K 0.02%
160
78
$31.8K 0.02%
154
+50
79
$31.4K 0.02%
204
+1
80
$31.3K 0.02%
800
81
$30.1K 0.01%
157
+1
82
$28.7K 0.01%
1,523
83
$28.7K 0.01%
441
+2
84
$28.4K 0.01%
+400
85
$28K 0.01%
690
86
$27K 0.01%
100
87
$26.9K 0.01%
109
88
$26.5K 0.01%
1,214
+8
89
$26.3K 0.01%
45
90
$25.8K 0.01%
416
+4
91
$25.8K 0.01%
201
-100
92
$25.6K 0.01%
+500
93
$24.2K 0.01%
+926
94
$24.2K 0.01%
300
95
$22.9K 0.01%
800
96
$22.8K 0.01%
101
97
$22.1K 0.01%
485
98
$21.9K 0.01%
234
+1
99
$21K 0.01%
100
100
$20.8K 0.01%
25
+20
2 3
4
5 6