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
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$447K
2 +$410K
3 +$217K
4
ADBE icon
Adobe
ADBE
+$150K
5
TIC
TIC Solutions Inc
TIC
+$120K

Top Sells

1 +$1.22M
2 +$1.14M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$558K

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
MA icon
101
Mastercard
MA
$508B
$11.7K 0.01%
21
AMT icon
102
American Tower
AMT
$83.6B
$11.5K 0.01%
60
+1
ABBV icon
103
AbbVie
ABBV
$396B
$11.4K ﹤0.01%
49
TCOM icon
104
Trip.com Group
TCOM
$47B
$11.3K ﹤0.01%
150
CVX icon
105
Chevron
CVX
$299B
$10.9K ﹤0.01%
70
OMCL icon
106
Omnicell
OMCL
$2.05B
$10.7K ﹤0.01%
350
VGT icon
107
Vanguard Information Technology ETF
VGT
$109B
$10.6K ﹤0.01%
14
PSA icon
108
Public Storage
PSA
$46.9B
$10.2K ﹤0.01%
35
EIX icon
109
Edison International
EIX
$22.9B
$10.1K ﹤0.01%
182
+3
WBD icon
110
Warner Bros
WBD
$69.9B
$9.47K ﹤0.01%
485
IWN icon
111
iShares Russell 2000 Value ETF
IWN
$12.1B
$9.37K ﹤0.01%
53
LYFT icon
112
Lyft
LYFT
$7.66B
$8.8K ﹤0.01%
400
+100
KD icon
113
Kyndryl
KD
$6.12B
$8.38K ﹤0.01%
279
+50
STAG icon
114
STAG Industrial
STAG
$7B
$7.96K ﹤0.01%
226
+3
ED icon
115
Consolidated Edison
ED
$36.2B
$7.94K ﹤0.01%
79
-405
RBLX icon
116
Roblox
RBLX
$60.3B
$6.93K ﹤0.01%
50
BMO icon
117
Bank of Montreal
BMO
$91B
$6.51K ﹤0.01%
50
SJM icon
118
J.M. Smucker
SJM
$10.7B
$6.13K ﹤0.01%
56
BMY icon
119
Bristol-Myers Squibb
BMY
$109B
$6.13K ﹤0.01%
136
+2
ABNB icon
120
Airbnb
ABNB
$81.1B
$6.07K ﹤0.01%
50
AMGN icon
121
Amgen
AMGN
$176B
$6.01K ﹤0.01%
21
COTY icon
122
Coty
COTY
$2.85B
$4.98K ﹤0.01%
1,232
BOX icon
123
Box
BOX
$4.32B
$4.84K ﹤0.01%
150
PBI icon
124
Pitney Bowes
PBI
$1.7B
$4.71K ﹤0.01%
413
+3
LUMN icon
125
Lumen
LUMN
$7.83B
$4.39K ﹤0.01%
717