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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$348K
3
+$262K
4
SBUX icon
Starbucks
SBUX
+$252K
5
PYPL icon
PayPal
PYPL
+$249K

Top Sells

1
+$334K
2
+$192K
3
+$73.1K
4
UNH icon
UnitedHealth
UNH
+$33.3K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$32.4K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
20
127
$7K ﹤0.01%
200
128
$7K ﹤0.01%
109
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$6K ﹤0.01%
236
+1
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35
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$6K ﹤0.01%
50
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$5K ﹤0.01%
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-21
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$5K ﹤0.01%
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70
+1
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$4K ﹤0.01%
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$4K ﹤0.01%
50
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4
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$3K ﹤0.01%
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+2
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250
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$2K ﹤0.01%
11
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+5
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$1K ﹤0.01%
+34
145
$1K ﹤0.01%
6
146
$1K ﹤0.01%
7
147
$1K ﹤0.01%
9
148
$1K ﹤0.01%
23
149
– –
-37
150
$0 ﹤0.01%
4
3 4 5
6
7