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
$212M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$654K
3
+$591K
4
BND icon
Vanguard Total Bond Market
BND
+$483K
5
VZ icon
Verizon
VZ
+$440K

Top Sells

1
+$3.11M
2
+$2.26M
3
+$1M
4
AXP icon
American Express
AXP
+$772K
5
SCHW icon
Charles Schwab
SCHW
+$648K

Sector Composition

1 Technology 32.45%
2 Financials 23.94%
3 Consumer Discretionary 18.68%
4 Communication Services 13.34%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.2K 0.01%
205
+1
77
$28.2K 0.01%
1,534
+11
78
$28K 0.01%
800
79
$27.5K 0.01%
443
+2
80
$26.8K 0.01%
158
+1
81
$26.3K 0.01%
926
82
$26.2K 0.01%
485
83
$26.1K 0.01%
160
84
$25.9K 0.01%
420
+4
85
$25.1K 0.01%
201
86
$25.1K 0.01%
110
+1
87
$24.3K 0.01%
35
+10
88
$23.5K 0.01%
101
89
$23.5K 0.01%
104
-50
90
$23.5K 0.01%
300
91
$23.3K 0.01%
100
92
$23.1K 0.01%
500
-504
93
$21.7K 0.01%
453
+4
94
$21.2K 0.01%
773
+8
95
$21.2K 0.01%
1,223
+9
96
$21K 0.01%
100
97
$20.7K 0.01%
105
98
$20.5K 0.01%
334
99
$19K 0.01%
601
-91
100
$18.9K 0.01%
250
2 3
4
5 6