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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$473K
3
+$459K
4
VZ icon
Verizon
VZ
+$451K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Top Sells

1
+$1.18M
2
+$499K
3
+$478K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$121K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
350
102
$14K 0.01%
61
103
$14K 0.01%
85
104
$14K 0.01%
304
+3
105
$13K 0.01%
633
+7
106
$12K 0.01%
300
107
$12K 0.01%
190
108
$12K 0.01%
656
+10
109
$12K 0.01%
200
110
$12K 0.01%
80
111
$11K 0.01%
1,232
112
$11K 0.01%
155
+2
113
$10K 0.01%
113
+1
114
$9K 0.01%
145
-178
115
$9K 0.01%
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+1
116
$9K 0.01%
253
-328
117
$9K 0.01%
200
118
$8K 0.01%
93
+1
119
$8K 0.01%
913
+16
120
$8K 0.01%
65
121
$8K 0.01%
750
-250
122
$7K ﹤0.01%
20
123
$6K ﹤0.01%
156
-50
124
$6K ﹤0.01%
35
125
$6K ﹤0.01%
132
3 4
5
6 7