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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$371K
4
PFE icon
Pfizer
PFE
+$277K
5
VZ icon
Verizon
VZ
+$221K

Top Sells

1
+$14.9M
2
+$744K
3
+$437K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
LLY icon
Eli Lilly
LLY
+$167K

Sector Composition

1 Technology 34.28%
2 Financials 24.56%
3 Consumer Discretionary 17.57%
4 Communication Services 12.32%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.8K 0.01%
692
+9
102
$20.5K 0.01%
449
-198
103
$19.6K 0.01%
50
104
$18.5K 0.01%
2,000
105
$18.2K 0.01%
+105
106
$18.1K 0.01%
+105
107
$17.6K 0.01%
+234
108
$17.4K 0.01%
280
109
$17.4K 0.01%
470
110
$16.9K 0.01%
765
+10
111
$16.8K 0.01%
+334
112
$15.8K 0.01%
65
113
$15.3K 0.01%
350
114
$15K 0.01%
172
+1
115
$14.3K 0.01%
102
116
$14.1K 0.01%
+89
117
$13.9K 0.01%
403
+4
118
$13.9K 0.01%
200
119
$13.5K 0.01%
+58
120
$13.4K 0.01%
298
+1
121
$13.2K 0.01%
77
122
$12.9K 0.01%
253
+1
123
$12.8K 0.01%
850
124
$12.6K 0.01%
39
125
$12.3K 0.01%
34
3 4
5
6 7