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
$244M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$896K
2 +$849K
3 +$360K
4
PFE icon
Pfizer
PFE
+$293K
5
VZ icon
Verizon
VZ
+$194K

Top Sells

1 +$1.15M
2 +$739K
3 +$624K
4
AAPL icon
Apple
AAPL
+$620K
5
AXP icon
American Express
AXP
+$308K

Sector Composition

1 Technology 31.86%
2 Financials 24.4%
3 Communication Services 15.82%
4 Consumer Discretionary 13.3%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSX icon
101
CSX Corp
CSX
$73.7B
$12.6K 0.01%
346
+1
ABBV icon
102
AbbVie
ABBV
$368B
$11.3K ﹤0.01%
50
+1
EIX icon
103
Edison International
EIX
$28B
$11.1K ﹤0.01%
185
+3
CVX icon
104
Chevron
CVX
$393B
$10.8K ﹤0.01%
71
+1
TCOM icon
105
Trip.com Group
TCOM
$34B
$10.8K ﹤0.01%
150
VGT icon
106
Vanguard Information Technology ETF
VGT
$108B
$10.7K ﹤0.01%
14
AMT icon
107
American Tower
AMT
$84.2B
$10.6K ﹤0.01%
60
PSA icon
108
Public Storage
PSA
$48.7B
$9.27K ﹤0.01%
36
+1
STAG icon
109
STAG Industrial
STAG
$7.28B
$8.37K ﹤0.01%
228
+2
ED icon
110
Consolidated Edison
ED
$41B
$7.91K ﹤0.01%
80
+1
LYFT icon
111
Lyft
LYFT
$5.36B
$7.75K ﹤0.01%
400
BMY icon
112
Bristol-Myers Squibb
BMY
$121B
$7.43K ﹤0.01%
138
+2
KD icon
113
Kyndryl
KD
$2.8B
$7.41K ﹤0.01%
279
AMGN icon
114
Amgen
AMGN
$189B
$7.02K ﹤0.01%
21
ABNB icon
115
Airbnb
ABNB
$78.6B
$6.79K ﹤0.01%
50
BMO icon
116
Bank of Montreal
BMO
$97.3B
$6.49K ﹤0.01%
50
MA icon
117
Mastercard
MA
$436B
$6.04K ﹤0.01%
11
-10
SJM icon
118
J.M. Smucker
SJM
$10.8B
$5.58K ﹤0.01%
57
+1
LUMN icon
119
Lumen
LUMN
$6.72B
$5.57K ﹤0.01%
717
BOX icon
120
Box
BOX
$3.41B
$4.49K ﹤0.01%
150
PBI icon
121
Pitney Bowes
PBI
$1.47B
$4.4K ﹤0.01%
416
+3
CRI icon
122
Carter's
CRI
$1.26B
$4.33K ﹤0.01%
134
+1
AIG icon
123
American International
AIG
$39.9B
$4.18K ﹤0.01%
49
RBLX icon
124
Roblox
RBLX
$41.3B
$4.05K ﹤0.01%
50
COTY icon
125
Coty
COTY
$1.87B
$3.8K ﹤0.01%
1,232