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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$157K
3
+$138K
4
INTC icon
Intel
INTC
+$97K
5
DIS icon
Walt Disney
DIS
+$87.9K

Top Sells

1
+$1.55M
2
+$1.01M
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$38.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.1K 0.01%
320
+5
102
$10.9K 0.01%
87
103
$10.4K 0.01%
309
104
$10.4K 0.01%
200
105
$10.3K 0.01%
63
106
$10.3K 0.01%
683
107
$9.64K 0.01%
32
108
$9.25K 0.01%
262
+2
109
$8.73K 0.01%
250
110
$8.49K 0.01%
118
+1
111
$8.4K 0.01%
121
+1
112
$7.53K 0.01%
200
113
$7.36K 0.01%
20
114
$6.6K 0.01%
65
115
$6.08K ﹤0.01%
20
116
$5.52K ﹤0.01%
340
117
$5.13K ﹤0.01%
21
118
$5.1K ﹤0.01%
550
119
$4.35K ﹤0.01%
134
+2
120
$4.32K ﹤0.01%
27
121
$4.21K ﹤0.01%
512
+12
122
$4.13K ﹤0.01%
102
+2
123
$4.04K ﹤0.01%
53
+1
124
$4.02K ﹤0.01%
150
125
$3.62K ﹤0.01%
344
3 4
5
6 7