FA

Financial Avengers Portfolio holdings

AUM $215M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
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
+$22.9M
2
+$17.7M
3
+$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

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%
+101
102
$12K 0.01%
+200
103
$12K 0.01%
+290
104
$12K 0.01%
+35
105
$12K 0.01%
+315
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%
+250
112
$10K 0.01%
+111
113
$9K 0.01%
+43
114
$9K 0.01%
+100
115
$9K 0.01%
+39
116
$9K 0.01%
+90
117
$8K 0.01%
+869
118
$8K 0.01%
+607
119
$8K 0.01%
+51
120
$8K 0.01%
+50
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