FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
+12.93%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$18M
(+9.1%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
75.11%
Holding
150
New
2
Increased
62
Reduced
27
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$584K |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$496K |
| 3 |
Pfizer
PFE
|
+$352K |
| 4 |
Adobe
ADBE
|
+$212K |
| 5 |
Kenvue
KVUE
|
+$208K |
Top Sells
| 1 |
Ford
F
|
+$2.25M |
| 2 |
Amazon
AMZN
|
+$442K |
| 3 |
Apple
AAPL
|
+$419K |
| 4 |
NVIDIA
NVDA
|
+$348K |
| 5 |
Tesla
TSLA
|
+$318K |
Sector Composition
| 1 | Technology | 31.63% |
| 2 | Financials | 26.39% |
| 3 | Consumer Discretionary | 15.04% |
| 4 | Communication Services | 13.14% |
| 5 | Healthcare | 5.41% |
