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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
Verizon
VZ
+$125K

Sector Composition

1 Technology 32.54%
2 Financials 25.39%
3 Consumer Discretionary 19.61%
4 Communication Services 12.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.9K 0.01%
732
+12
102
$12.2K 0.01%
57
+1
103
$11.9K 0.01%
167
+2
104
$11.9K 0.01%
89
+1
105
$11.7K 0.01%
336
+1
106
$11K 0.01%
76
-25
107
$10.6K 0.01%
296
+1
108
$10.4K 0.01%
392
+4
109
$10.1K 0.01%
251
110
$10K 0.01%
33
111
$9.76K 0.01%
75
+1
112
$9.73K 0.01%
309
113
$9.71K 0.01%
65
+1
114
$9.41K 0.01%
39
115
$9.14K 0.01%
122
+1
116
$8.84K 0.01%
339
+7
117
$8.68K 0.01%
+271
118
$8.68K 0.01%
20
119
$8.25K 0.01%
210
+2
120
$8.24K 0.01%
550
121
$7.77K ﹤0.01%
683
122
$7.32K ﹤0.01%
65
123
$7.2K ﹤0.01%
200
124
$7.17K ﹤0.01%
46
125
$6.8K ﹤0.01%
14
3 4
5
6 7