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
$163M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$451K
3
+$316K
4
ADBE icon
Adobe
ADBE
+$245K
5
SHOP icon
Shopify
SHOP
+$136K

Top Sells

1
+$4.04M
2
+$341K
3
+$300K
4
AAPL icon
Apple
AAPL
+$209K
5
SCHW icon
Charles Schwab
SCHW
+$198K

Sector Composition

1 Financials 26.35%
2 Consumer Discretionary 25.37%
3 Technology 24.98%
4 Communication Services 13.51%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$7K ﹤0.01%
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+1
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$1K ﹤0.01%
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150
$1K ﹤0.01%
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