FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$487K
3
+$339K
4
KVUE icon
Kenvue
KVUE
+$226K
5
ADBE icon
Adobe
ADBE
+$211K

Top Sells

1
+$2.12M
2
+$413K
3
+$399K
4
TSLA icon
Tesla
TSLA
+$301K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 31.63%
2 Financials 26.39%
3 Consumer Discretionary 15.04%
4 Communication Services 13.14%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.5K 0.01%
21
+1
102
$11.3K 0.01%
143
-70
103
$11.2K 0.01%
344
+1
104
$10.3K ﹤0.01%
350
105
$10.3K ﹤0.01%
35
106
$10.2K ﹤0.01%
103
107
$9.96K ﹤0.01%
70
+1
108
$9.61K ﹤0.01%
229
109
$9.4K ﹤0.01%
14
110
$9.26K ﹤0.01%
179
+2
111
$9.05K ﹤0.01%
49
+1
112
$8.8K ﹤0.01%
150
113
$8.36K ﹤0.01%
+53
114
$8.1K ﹤0.01%
223
+2
115
$6.62K ﹤0.01%
50
116
$6.2K ﹤0.01%
134
+2
117
$5.9K ﹤0.01%
21
118
$5.73K ﹤0.01%
1,232
119
$5.56K ﹤0.01%
485
120
$5.53K ﹤0.01%
50
121
$5.49K ﹤0.01%
56
+1
122
$5.26K ﹤0.01%
50
123
$5.13K ﹤0.01%
150
124
$4.73K ﹤0.01%
300
125
$4.47K ﹤0.01%
410
+3
2 3 4
5
6