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
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$267K
3
+$29.2K
4
SBUX icon
Starbucks
SBUX
+$19.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Top Sells

1
+$915K
2
+$306K
3
+$162K
4
SCHW icon
Charles Schwab
SCHW
+$159K
5
TSLA icon
Tesla
TSLA
+$119K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1K 0.01%
200
102
$9.77K 0.01%
87
+1
103
$9.58K 0.01%
309
104
$8.85K 0.01%
32
+1
105
$8.72K 0.01%
117
+1
106
$8.66K 0.01%
120
+1
107
$8.3K 0.01%
260
+2
108
$8.21K 0.01%
250
109
$7.03K 0.01%
20
110
$6.88K 0.01%
200
111
$6.47K 0.01%
683
112
$6.06K 0.01%
550
113
$5.89K ﹤0.01%
65
114
$5.67K ﹤0.01%
+20
115
$5.58K ﹤0.01%
500
-155
116
$5.26K ﹤0.01%
21
117
$4.67K ﹤0.01%
150
118
$4.45K ﹤0.01%
132
119
$4.32K ﹤0.01%
27
120
$4.18K ﹤0.01%
340
-100
121
$4.02K ﹤0.01%
52
122
$4.02K ﹤0.01%
52
+1
123
$3.97K ﹤0.01%
+36
124
$3.84K ﹤0.01%
100
125
$3.75K ﹤0.01%
+21
3 4
5
6 7