FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
+17.07%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.56%
Holding
165
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
+$22.9M |
| 2 |
Apple
AAPL
|
+$17.7M |
| 3 |
Charles Schwab
SCHW
|
+$8.51M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$8.22M |
| 5 |
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% |
