FA
Financial Avengers Portfolio holdings
AUM
$244M
1-Year Est. Return
27.95%
This Fund
S&P 500
1 Year Est. Return
+27.95%
AUM
$244M
AUM Growth
+$11.5M
(+4.9%)
Holding
148
Top Buys
| 1 | +$896K | |
| 2 | +$849K | |
| 3 | +$360K | |
| 4 |
Pfizer
PFE
|
+$293K |
| 5 |
Verizon
VZ
|
+$194K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$739K | |
| 3 | +$624K | |
| 4 |
Apple
AAPL
|
+$620K |
| 5 |
American Express
AXP
|
+$308K |
Sector Composition
| 1 | Technology | 31.86% |
| 2 | Financials | 24.4% |
| 3 | Communication Services | 15.82% |
| 4 | Consumer Discretionary | 13.3% |
| 5 | Healthcare | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street SPDR S&P 500 ETF Trust
SPY
$661B
| $3.41K | ﹤0.01% |
+5
|
|
||
|
MPT
127
Medical Properties Trust
MPT
$2.87B
| $3.4K | ﹤0.01% |
680
+10
|
|
||
128
SoFi Technologies
SOFI
$21.9B
| $2.62K | ﹤0.01% |
+100
|
|
||
129
Brookdale Senior Living
BKD
$3.41B
| $2.16K | ﹤0.01% |
+200
|
|
||
130
QuantumScape Corp
QS
$4.2B
| $2.08K | ﹤0.01% |
+200
|
|
||
131
Wabtec
WAB
$40.5B
| $1.92K | ﹤0.01% |
9
|
|
||
|
MICC
132
The Magnum Ice Cream Company N.V.
MICC
$9.4B
| $1.92K | ﹤0.01% |
+121
|
|
||
133
General Mills
GIS
$20.1B
| $1.82K | ﹤0.01% |
39
|
|
||
134
Leidos
LDOS
$21.1B
| $1.8K | ﹤0.01% |
+10
|
|
||
135
T-Mobile US
TMUS
$228B
| $1.47K | ﹤0.01% |
7
|
|
||
136
Microvision
MVIS
$188M
| $828 | ﹤0.01% |
1,000
|
|
||
137
Zoom
ZM
$22.5B
| $431 | ﹤0.01% |
5
|
|
||
138
Rivian
RIVN
$19.3B
| $394 | ﹤0.01% |
+20
|
|
||
139
Viatris
VTRS
$15.8B
| $245 | ﹤0.01% |
20
+1
|
|
||
140
Globalstar
GSAT
$7.54B
| $183 | ﹤0.01% |
3
|
|
||
141
SS&C Technologies
SSNC
$17.3B
| – | – |
-200
|
|
||
142
iShares Russell 2000 Value ETF
IWN
$12.1B
| – | – |
-53
|
|
||
143
Fortinet
FTNT
$61.7B
| – | – |
-1,200
|
|