FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$776K
3
+$638K
4
KVUE icon
Kenvue
KVUE
+$595K
5
PFE icon
Pfizer
PFE
+$575K

Top Sells

1
+$2.43M
2
+$957K
3
+$950K
4
AAPL icon
Apple
AAPL
+$865K
5
SCHW icon
Charles Schwab
SCHW
+$245K

Sector Composition

1 Technology 29.16%
2 Financials 27.34%
3 Consumer Discretionary 15.96%
4 Communication Services 12.75%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.1K 0.01%
300
+1
102
$13.7K 0.01%
117
103
$13K 0.01%
101
-100
104
$12.8K 0.01%
59
+1
105
$12.7K 0.01%
200
106
$12.3K 0.01%
39
107
$12.2K 0.01%
350
108
$11.5K 0.01%
69
+1
109
$11.2K 0.01%
20
110
$11.1K 0.01%
255
+1
111
$10.4K 0.01%
177
+3
112
$10.4K 0.01%
35
+1
113
$10.1K 0.01%
48
114
$10.1K 0.01%
343
+2
115
$9.54K ﹤0.01%
150
116
$8.07K ﹤0.01%
132
+1
117
$7.98K ﹤0.01%
221
+2
118
$7.68K ﹤0.01%
14
119
$7.5K ﹤0.01%
115
120
$7.19K ﹤0.01%
229
121
$6.74K ﹤0.01%
103
122
$6.74K ﹤0.01%
1,232
123
$6.56K ﹤0.01%
55
124
$6.53K ﹤0.01%
21
+10
125
$5.97K ﹤0.01%
50
-25
3 4
5
6 7