FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$776K
3
+$638K
4
KVUE icon
Kenvue
KVUE
+$595K
5
PFE icon
Pfizer
PFE
+$575K

Top Sells

1
+$2.43M
2
+$957K
3
+$950K
4
AAPL icon
Apple
AAPL
+$865K
5
SCHW icon
Charles Schwab
SCHW
+$245K

Sector Composition

1 Technology 29.16%
2 Financials 27.34%
3 Consumer Discretionary 15.96%
4 Communication Services 12.75%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.1K 0.01%
926
77
$27.7K 0.01%
1,534
78
$26.1K 0.01%
110
79
$25.1K 0.01%
241
+2
80
$23.8K 0.01%
1,046
-996
81
$23.2K 0.01%
100
82
$22.3K 0.01%
781
+8
83
$22K 0.01%
104
84
$21.1K 0.01%
250
85
$20.9K 0.01%
101
86
$19.3K 0.01%
458
+5
87
$19.2K 0.01%
1,232
+9
88
$19.1K 0.01%
213
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89
$18.9K 0.01%
234
90
$18.7K 0.01%
65
91
$18K 0.01%
608
+7
92
$17.4K 0.01%
105
93
$17.1K 0.01%
+2,883
94
$17K 0.01%
234
95
$16.5K 0.01%
50
96
$16.4K 0.01%
408
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97
$16.2K 0.01%
103
98
$15.7K 0.01%
200
-200
99
$15K 0.01%
104
-56
100
$14.9K 0.01%
85
-15
2 3
4
5 6