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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.4K 0.01%
122
102
$10K 0.01%
350
103
$9.76K 0.01%
100
-113
104
$9.75K 0.01%
20
105
$9.53K 0.01%
33
106
$9.39K 0.01%
200
107
$9.29K ﹤0.01%
483
-67
108
$8.44K ﹤0.01%
47
+1
109
$7.98K ﹤0.01%
212
+2
110
$7.42K ﹤0.01%
65
111
$7.4K ﹤0.01%
14
112
$7.25K ﹤0.01%
144
113
$6.69K ﹤0.01%
343
+4
114
$6.69K ﹤0.01%
126
+1
115
$6.65K ﹤0.01%
53
+25
116
$5.82K ﹤0.01%
102
117
$5.14K ﹤0.01%
21
118
$4.96K ﹤0.01%
+5
119
$4.45K ﹤0.01%
11
120
$4.28K ﹤0.01%
150
121
$4.26K ﹤0.01%
485
-198
122
$3.99K ﹤0.01%
137
+2
123
$3.66K ﹤0.01%
47
124
$3.11K ﹤0.01%
55
125
$2.99K ﹤0.01%
11
+1
3 4
5
6 7