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
$212M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$991K
2 +$654K
3 +$591K
4
BND icon
Vanguard Total Bond Market
BND
+$483K
5
VZ icon
Verizon
VZ
+$440K

Top Sells

1 +$3.11M
2 +$2.26M
3 +$1M
4
AXP icon
American Express
AXP
+$772K
5
SCHW icon
Charles Schwab
SCHW
+$648K

Sector Composition

1 Technology 32.45%
2 Financials 23.94%
3 Consumer Discretionary 18.68%
4 Communication Services 13.34%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$18.3K 0.01%
234
102
$18.2K 0.01%
2,000
103
$18.1K 0.01%
50
104
$16.8K 0.01%
470
105
$15.9K 0.01%
299
+1
106
$15.7K 0.01%
65
107
$15.6K 0.01%
350
108
$15.4K 0.01%
254
+1
109
$14.9K 0.01%
405
+2
110
$14.7K 0.01%
117
111
$14.1K 0.01%
234
112
$13.9K 0.01%
174
+2
113
$13.8K 0.01%
103
+1
114
$13.7K 0.01%
39
115
$13.3K 0.01%
200
116
$12.8K 0.01%
850
117
$11K 0.01%
341
+1
118
$10.8K 0.01%
20
119
$10.7K 0.01%
58
120
$10.3K ﹤0.01%
150
121
$10.3K ﹤0.01%
34
122
$9.86K ﹤0.01%
75
123
$9.85K ﹤0.01%
68
+1
124
$9.81K ﹤0.01%
115
125
$8.79K ﹤0.01%
14