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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
300
+50
102
$14K 0.01%
109
+1
103
$13K 0.01%
150
104
$13K 0.01%
94
+1
105
$13K 0.01%
601
-55
106
$12K 0.01%
25
107
$12K 0.01%
65
108
$12K 0.01%
833
-14
109
$11K 0.01%
90
110
$11K 0.01%
1,232
+200
111
$11K 0.01%
53
+3
112
$11K 0.01%
200
113
$11K 0.01%
35
114
$11K 0.01%
80
115
$10K 0.01%
42
116
$10K 0.01%
111
117
$10K 0.01%
617
+10
118
$10K 0.01%
39
119
$8K 0.01%
90
+1
120
$8K 0.01%
159
+1
121
$8K 0.01%
869
122
$8K 0.01%
132
123
$8K 0.01%
200
124
$7K 0.01%
204
125
$7K 0.01%
114
+1
3 4
5
6 7