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
$150M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$250K
3
+$246K
4
NVDA icon
NVIDIA
NVDA
+$191K
5
MSFT icon
Microsoft
MSFT
+$178K

Top Sells

1
+$118K
2
+$80K
3
+$63.9K
4
ABT icon
Abbott
ABT
+$58.5K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$30.4K

Sector Composition

1 Financials 26.63%
2 Consumer Discretionary 23.91%
3 Technology 22.32%
4 Communication Services 17.37%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
95
+1
102
$13K 0.01%
300
103
$12K 0.01%
618
+9
104
$12K 0.01%
39
105
$11K 0.01%
112
+1
106
$11K 0.01%
636
+10
107
$11K 0.01%
152
-194
108
$11K 0.01%
65
109
$11K 0.01%
200
110
$10K 0.01%
100
111
$10K 0.01%
1,232
112
$10K 0.01%
102
-118
113
$10K 0.01%
718
-26
114
$9K 0.01%
883
+14
115
$9K 0.01%
100
116
$9K 0.01%
35
117
$8K 0.01%
204
118
$8K 0.01%
91
119
$8K 0.01%
152
+32
120
$8K 0.01%
53
121
$7K ﹤0.01%
116
+1
122
$7K ﹤0.01%
132
123
$7K ﹤0.01%
20
124
$7K ﹤0.01%
110
+1
125
$7K ﹤0.01%
113
3 4
5
6 7