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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$16M
3
+$8.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.72M
5
SCHW icon
Charles Schwab
SCHW
+$7.26M

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%
+158
128
$7K 0.01%
+1,032
129
$7K 0.01%
+89
130
$7K 0.01%
+113
131
$6K ﹤0.01%
+101
132
$6K ﹤0.01%
+40
133
$6K ﹤0.01%
+35
134
$6K ﹤0.01%
+140
135
$6K ﹤0.01%
+132
136
$5K ﹤0.01%
+100
137
$5K ﹤0.01%
+68
138
$5K ﹤0.01%
+233
139
$4K ﹤0.01%
+4
140
$4K ﹤0.01%
+150
141
$3K ﹤0.01%
+250
142
$3K ﹤0.01%
+100
143
$3K ﹤0.01%
+133
144
$3K ﹤0.01%
+150
145
$3K ﹤0.01%
+150
146
$2K ﹤0.01%
+11
147
$2K ﹤0.01%
+342
148
$2K ﹤0.01%
+11
149
$2K ﹤0.01%
+24
150
$1K ﹤0.01%
+23
3 4 5
6
7