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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$348K
3
+$262K
4
SBUX icon
Starbucks
SBUX
+$252K
5
PYPL icon
PayPal
PYPL
+$249K

Top Sells

1
+$334K
2
+$192K
3
+$73.1K
4
UNH icon
UnitedHealth
UNH
+$33.3K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$32.4K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
200
102
$15K 0.01%
300
-100
103
$14K 0.01%
76
+1
104
$14K 0.01%
35
105
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94
106
$13K 0.01%
65
107
$13K 0.01%
80
108
$12K 0.01%
1,232
109
$12K 0.01%
609
+8
110
$12K 0.01%
39
111
$12K 0.01%
200
112
$11K 0.01%
111
113
$11K 0.01%
626
+9
114
$11K 0.01%
744
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115
$10K 0.01%
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-50
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$10K 0.01%
53
117
$9K 0.01%
160
+1
118
$9K 0.01%
869
119
$8K 0.01%
90
120
$8K 0.01%
115
+1
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$8K 0.01%
91
+1
122
$8K 0.01%
113
123
$7K ﹤0.01%
204
124
$7K ﹤0.01%
120
+1
125
$7K ﹤0.01%
132
3 4
5
6 7