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
$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
MA icon
101
Mastercard
MA
$436B
$11.7K 0.01%
21
AMT icon
102
American Tower
AMT
$84.2B
$11.5K 0.01%
60
+1
ABBV icon
103
AbbVie
ABBV
$368B
$11.4K ﹤0.01%
49
TCOM icon
104
Trip.com Group
TCOM
$34B
$11.3K ﹤0.01%
150
CVX icon
105
Chevron
CVX
$393B
$10.9K ﹤0.01%
70
OMCL icon
106
Omnicell
OMCL
$1.55B
$10.7K ﹤0.01%
350
VGT icon
107
Vanguard Information Technology ETF
VGT
$108B
$10.6K ﹤0.01%
14
PSA icon
108
Public Storage
PSA
$48.7B
$10.2K ﹤0.01%
35
EIX icon
109
Edison International
EIX
$28B
$10.1K ﹤0.01%
182
+3
WBD icon
110
Warner Bros
WBD
$67.9B
$9.47K ﹤0.01%
485
IWN icon
111
iShares Russell 2000 Value ETF
IWN
$12.1B
$9.37K ﹤0.01%
53
LYFT icon
112
Lyft
LYFT
$5.36B
$8.8K ﹤0.01%
400
+100
KD icon
113
Kyndryl
KD
$2.8B
$8.38K ﹤0.01%
279
+50
STAG icon
114
STAG Industrial
STAG
$7.28B
$7.96K ﹤0.01%
226
+3
ED icon
115
Consolidated Edison
ED
$41B
$7.94K ﹤0.01%
79
-405
RBLX icon
116
Roblox
RBLX
$41.3B
$6.93K ﹤0.01%
50
BMO icon
117
Bank of Montreal
BMO
$97.3B
$6.51K ﹤0.01%
50
SJM icon
118
J.M. Smucker
SJM
$10.8B
$6.13K ﹤0.01%
56
BMY icon
119
Bristol-Myers Squibb
BMY
$121B
$6.13K ﹤0.01%
136
+2
ABNB icon
120
Airbnb
ABNB
$78.6B
$6.07K ﹤0.01%
50
AMGN icon
121
Amgen
AMGN
$189B
$6.01K ﹤0.01%
21
COTY icon
122
Coty
COTY
$1.87B
$4.98K ﹤0.01%
1,232
BOX icon
123
Box
BOX
$3.41B
$4.84K ﹤0.01%
150
PBI icon
124
Pitney Bowes
PBI
$1.47B
$4.71K ﹤0.01%
413
+3
LUMN icon
125
Lumen
LUMN
$6.72B
$4.39K ﹤0.01%
717