FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
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
TSM icon
76
TSMC
TSM
$1.76T
$29.3K 0.01%
105
LEVI icon
77
Levi Strauss
LEVI
$7.11B
$29.1K 0.01%
1,250
+9
XLV icon
78
State Street Health Care Select Sector SPDR ETF
XLV
$38.6B
$28.9K 0.01%
208
+1
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$87.4B
$28.6K 0.01%
204
+2
UNP icon
80
Union Pacific
UNP
$140B
$26.4K 0.01%
112
+1
MDB icon
81
MongoDB
MDB
$21.6B
$24.8K 0.01%
80
-5
CAT icon
82
Caterpillar
CAT
$323B
$23.9K 0.01%
50
GLD icon
83
SPDR Gold Trust
GLD
$167B
$23.1K 0.01%
65
USB icon
84
US Bancorp
USB
$79.7B
$22.6K 0.01%
469
+5
KMI icon
85
Kinder Morgan
KMI
$72.6B
$22.6K 0.01%
798
+8
TGT icon
86
Target
TGT
$52.1B
$22.1K 0.01%
247
+3
AMAT icon
87
Applied Materials
AMAT
$277B
$21.3K 0.01%
104
PEBO icon
88
Peoples Bancorp
PEBO
$1.12B
$18.7K 0.01%
625
+9
GM icon
89
General Motors
GM
$66.5B
$18.4K 0.01%
301
NI icon
90
NiSource
NI
$22.3B
$17.9K 0.01%
414
+3
SSNC icon
91
SS&C Technologies
SSNC
$17.3B
$17.8K 0.01%
200
-202
GEHC icon
92
GE HealthCare
GEHC
$32B
$17.6K 0.01%
234
CMI icon
93
Cummins
CMI
$75.1B
$16.8K 0.01%
40
YUM icon
94
Yum! Brands
YUM
$44B
$15.8K 0.01%
104
DAL icon
95
Delta Air Lines
DAL
$41.7B
$14.6K 0.01%
256
PBE icon
96
Invesco Biotechnology & Genome ETF
PBE
$242M
$14K 0.01%
201
+1
MGV icon
97
Vanguard Mega Cap Value ETF
MGV
$11.3B
$13.9K 0.01%
101
APH icon
98
Amphenol
APH
$157B
$12.8K 0.01%
103
CSX icon
99
CSX Corp
CSX
$73.7B
$12.3K 0.01%
345
+1
MRK icon
100
Merck
MRK
$283B
$12.1K 0.01%
144
+1