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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
119
+1
127
$7K 0.01%
20
128
$7K 0.01%
109
+1
129
$7K 0.01%
113
+13
130
$6K ﹤0.01%
35
131
$6K ﹤0.01%
140
132
$6K ﹤0.01%
50
133
$5K ﹤0.01%
235
+2
134
$5K ﹤0.01%
4
135
$5K ﹤0.01%
69
+1
136
$4K ﹤0.01%
150
137
$4K ﹤0.01%
150
138
$4K ﹤0.01%
100
139
$3K ﹤0.01%
37
+13
140
$3K ﹤0.01%
150
141
$3K ﹤0.01%
344
+2
142
$3K ﹤0.01%
+50
143
$3K ﹤0.01%
250
144
$2K ﹤0.01%
11
145
$2K ﹤0.01%
11
146
$1K ﹤0.01%
6
147
$1K ﹤0.01%
7
148
$1K ﹤0.01%
9
149
$1K ﹤0.01%
23
150
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3 4 5
6
7