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
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.22M
3
+$176K
4
ADBE icon
Adobe
ADBE
+$93.9K
5
SBUX icon
Starbucks
SBUX
+$90.3K

Top Sells

1
+$146M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$3.55M
5
AAPL icon
Apple
AAPL
+$729K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
65
102
$13.8K 0.01%
297
103
$13.5K 0.01%
102
+1
104
$12.9K 0.01%
200
105
$12.5K 0.01%
+850
106
$12.3K 0.01%
1,232
107
$12.3K 0.01%
171
+2
108
$12.2K 0.01%
+575
109
$12K 0.01%
252
110
$11.5K 0.01%
399
+3
111
$11.4K 0.01%
+320
112
$11.4K 0.01%
75
113
$11.3K 0.01%
339
+2
114
$10.7K 0.01%
39
115
$10.4K 0.01%
67
+1
116
$9.67K 0.01%
34
+1
117
$9.47K 0.01%
350
118
$9K ﹤0.01%
20
119
$8.12K ﹤0.01%
14
120
$7.73K ﹤0.01%
214
+2
121
$7.72K ﹤0.01%
125
+3
122
$7.54K ﹤0.01%
65
123
$7.05K ﹤0.01%
150
-50
124
$6.88K ﹤0.01%
102
125
$6.33K ﹤0.01%
+250
3 4
5
6 7