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FA

Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$406K
3
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1
+$1.18M
2
+$1.14M
3
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.7K 0.01%
21
102
$11.5K 0.01%
60
+1
103
$11.4K ﹤0.01%
49
104
$11.3K ﹤0.01%
150
105
$10.9K ﹤0.01%
70
106
$10.7K ﹤0.01%
350
107
$10.6K ﹤0.01%
112
108
$10.2K ﹤0.01%
35
109
$10.1K ﹤0.01%
182
+3
110
$9.47K ﹤0.01%
485
111
$9.37K ﹤0.01%
53
112
$8.8K ﹤0.01%
400
+100
113
$8.38K ﹤0.01%
279
+50
114
$7.96K ﹤0.01%
226
+3
115
$7.94K ﹤0.01%
79
-405
116
$6.93K ﹤0.01%
50
117
$6.51K ﹤0.01%
50
118
$6.13K ﹤0.01%
56
119
$6.13K ﹤0.01%
136
+2
120
$6.07K ﹤0.01%
50
121
$6.01K ﹤0.01%
21
122
$4.98K ﹤0.01%
1,232
123
$4.84K ﹤0.01%
150
124
$4.71K ﹤0.01%
413
+3
125
$4.39K ﹤0.01%
717
2 3 4
5
6