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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$634K
3
+$347K
4
DIS icon
Walt Disney
DIS
+$336K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314K

Top Sells

1
+$168K
2
+$30.2K
3
+$25.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
AEP icon
American Electric Power
AEP
+$12.5K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.9K 0.01%
720
+12
102
$11.4K 0.01%
200
103
$11.2K 0.01%
101
-13
104
$10.9K 0.01%
64
105
$10.4K 0.01%
165
+2
106
$10.3K 0.01%
+335
107
$9.93K 0.01%
88
108
$9.73K 0.01%
295
-93
109
$9.58K 0.01%
+388
110
$9.29K 0.01%
+74
111
$9.27K 0.01%
251
+1
112
$9.21K 0.01%
+56
113
$9.09K 0.01%
309
114
$8.91K 0.01%
+39
115
$8.59K 0.01%
33
+1
116
$8.35K 0.01%
121
+2
117
$8.04K 0.01%
20
118
$7.42K 0.01%
683
119
$7.38K ﹤0.01%
332
+8
120
$7.18K ﹤0.01%
+208
121
$7.16K ﹤0.01%
123
+1
122
$6.99K ﹤0.01%
200
123
$6.82K ﹤0.01%
+46
124
$6.21K ﹤0.01%
65
125
$5.81K ﹤0.01%
+14
3 4
5
6 7