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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$473K
3
+$459K
4
VZ icon
Verizon
VZ
+$451K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Top Sells

1
+$1.18M
2
+$499K
3
+$478K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$121K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
74
+2
127
$5K ﹤0.01%
21
128
$5K ﹤0.01%
200
129
$4K ﹤0.01%
150
130
$4K ﹤0.01%
27
+21
131
$4K ﹤0.01%
35
132
$3K ﹤0.01%
11
133
$2K ﹤0.01%
355
+4
134
$2K ﹤0.01%
50
135
$2K ﹤0.01%
40
+20
136
$2K ﹤0.01%
250
137
$1K ﹤0.01%
+5
138
$1K ﹤0.01%
49
-27
139
$1K ﹤0.01%
100
140
$1K ﹤0.01%
7
141
$1K ﹤0.01%
106
-492
142
$1K ﹤0.01%
9
143
$1K ﹤0.01%
23
144
$0 ﹤0.01%
2
145
– –
-25
146
– –
-35
147
– –
-201
148
– –
-418
149
– –
-53
150
$0 ﹤0.01%
4
3 4 5
6
7