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
$151M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$264K
3
+$242K
4
VZ icon
Verizon
VZ
+$242K
5
ADBE icon
Adobe
ADBE
+$231K

Top Sells

1
+$135K
2
+$42.6K
3
+$32.8K
4
DBX icon
Dropbox
DBX
+$32.6K
5
C icon
Citigroup
C
+$27.3K

Sector Composition

1 Technology 31.55%
2 Financials 25.38%
3 Consumer Discretionary 20.97%
4 Communication Services 11.72%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.3K 0.01%
309
102
$10.8K 0.01%
88
+1
103
$10.4K 0.01%
200
104
$10K 0.01%
64
+1
105
$9.41K 0.01%
32
106
$9.26K 0.01%
264
+2
107
$9.24K 0.01%
324
+4
108
$8.67K 0.01%
119
+1
109
$8.56K 0.01%
683
110
$7.98K 0.01%
20
111
$7.82K 0.01%
122
+1
112
$7K ﹤0.01%
200
113
$6.63K ﹤0.01%
65
114
$5.5K ﹤0.01%
21
115
$5.38K ﹤0.01%
20
116
$5.28K ﹤0.01%
550
117
$4.9K ﹤0.01%
529
+17
118
$4.84K ﹤0.01%
134
119
$4.41K ﹤0.01%
340
120
$4.41K ﹤0.01%
150
121
$4.3K ﹤0.01%
102
122
$4.08K ﹤0.01%
28
+1
123
$3.59K ﹤0.01%
18
124
$3.57K ﹤0.01%
54
+1
125
$3.17K ﹤0.01%
15
3 4
5
6 7