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
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$330K
3
+$319K
4
SBUX icon
Starbucks
SBUX
+$284K
5
INTC icon
Intel
INTC
+$257K

Top Sells

1
+$138K
2
+$124K
3
+$109K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103K
5
SCHW icon
Charles Schwab
SCHW
+$75.6K

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%
1,232
102
$8K 0.01%
116
+2
103
$8K 0.01%
655
+12
104
$8K 0.01%
683
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%
65
111
$5K ﹤0.01%
200
112
$5K ﹤0.01%
21
113
$5K ﹤0.01%
35
114
$5K ﹤0.01%
717
+17
115
$4K ﹤0.01%
51
-43
116
$4K ﹤0.01%
150
117
$4K ﹤0.01%
132
118
$4K ﹤0.01%
27
119
$4K ﹤0.01%
52
-23
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