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FA

Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$402K
3
+$381K
4
INTC icon
Intel
INTC
+$339K
5
SBUX icon
Starbucks
SBUX
+$287K

Top Sells

1
+$156K
2
+$139K
3
+$119K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$109K
5
SCHW
Charles Schwab
SCHW
+$73K

Sector Composition

1 Financials 28.98%
2 Consumer Discretionary 23.5%
3 Technology 23.41%
4 Communication Services 13.04%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K 0.01%
116
+2
102
$8K 0.01%
655
+12
103
$8K 0.01%
683
104
$8K 0.01%
119
105
$7K 0.01%
250
-100
106
$7K 0.01%
258
+2
107
$7K 0.01%
550
108
$6K ﹤0.01%
440
+20
109
$6K ﹤0.01%
20
110
$5K ﹤0.01%
21
111
$5K ﹤0.01%
35
112
$5K ﹤0.01%
717
+17
113
$5K ﹤0.01%
65
114
$5K ﹤0.01%
200
115
$4K ﹤0.01%
52
-23
116
$4K ﹤0.01%
51
-43
117
$4K ﹤0.01%
150
118
$4K ﹤0.01%
132
119
$4K ﹤0.01%
27
120
$3K ﹤0.01%
100
121
$3K ﹤0.01%
11
122
$3K ﹤0.01%
750
123
$2K ﹤0.01%
45
124
$2K ﹤0.01%
50
125
$1K ﹤0.01%
5
2 3 4
5
6