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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16M
3
+$8.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.72M
5
SCHW icon
Charles Schwab
SCHW
+$7.26M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
+202
102
$12K 0.01%
+315
103
$12K 0.01%
+178
104
$12K 0.01%
+290
105
$12K 0.01%
+35
106
$11K 0.01%
+150
107
$11K 0.01%
+50
108
$11K 0.01%
+65
109
$11K 0.01%
+51
110
$10K 0.01%
+42
111
$10K 0.01%
+111
112
$10K 0.01%
+250
113
$9K 0.01%
+90
114
$9K 0.01%
+43
115
$9K 0.01%
+100
116
$9K 0.01%
+39
117
$8K 0.01%
+50
118
$8K 0.01%
+869
119
$8K 0.01%
+607
120
$8K 0.01%
+51
121
$7K 0.01%
+204
122
$7K 0.01%
+113
123
$7K 0.01%
+89
124
$7K 0.01%
+1,032
125
$7K 0.01%
+158
3 4
5
6 7