FA

Financial Avengers Portfolio holdings

AUM $215M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.7M
3
+$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+118
127
$7K 0.01%
+54
128
$7K 0.01%
+20
129
$7K 0.01%
+200
130
$7K 0.01%
+108
131
$6K ﹤0.01%
+40
132
$6K ﹤0.01%
+35
133
$6K ﹤0.01%
+140
134
$6K ﹤0.01%
+132
135
$6K ﹤0.01%
+101
136
$5K ﹤0.01%
+233
137
$5K ﹤0.01%
+68
138
$5K ﹤0.01%
+100
139
$4K ﹤0.01%
+150
140
$4K ﹤0.01%
+4
141
$3K ﹤0.01%
+150
142
$3K ﹤0.01%
+150
143
$3K ﹤0.01%
+133
144
$3K ﹤0.01%
+100
145
$3K ﹤0.01%
+250
146
$2K ﹤0.01%
+24
147
$2K ﹤0.01%
+11
148
$2K ﹤0.01%
+342
149
$2K ﹤0.01%
+11
150
$1K ﹤0.01%
+6
3 4 5
6
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