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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$406K
3
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1
+$1.18M
2
+$1.14M
3
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.3K 0.01%
105
77
$29.1K 0.01%
1,250
+9
78
$28.9K 0.01%
208
+1
79
$28.6K 0.01%
204
+2
80
$26.4K 0.01%
112
+1
81
$24.8K 0.01%
80
-5
82
$23.9K 0.01%
50
83
$23.1K 0.01%
65
84
$22.6K 0.01%
469
+5
85
$22.6K 0.01%
798
+8
86
$22.1K 0.01%
247
+3
87
$21.3K 0.01%
104
88
$18.7K 0.01%
625
+9
89
$18.4K 0.01%
301
90
$17.9K 0.01%
414
+3
91
$17.8K 0.01%
200
-202
92
$17.6K 0.01%
234
93
$16.8K 0.01%
40
94
$15.8K 0.01%
104
95
$14.6K 0.01%
256
96
$14K 0.01%
201
+1
97
$13.9K 0.01%
101
98
$12.8K 0.01%
103
99
$12.3K 0.01%
345
+1
100
$12.1K 0.01%
144
+1
2 3
4
5 6