FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
-23.35%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
-$36.5M
(-23%)
Cap. Flow
+$3.01M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
162
New
5
Increased
58
Reduced
32
Closed
5
Top Buys
| 1 |
Tesla
TSLA
|
+$447K |
| 2 |
Starbucks
SBUX
|
+$361K |
| 3 |
Adobe
ADBE
|
+$343K |
| 4 |
Walt Disney
DIS
|
+$338K |
| 5 |
PayPal
PYPL
|
+$317K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$529K |
| 2 |
Apple
AAPL
|
+$306K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$157K |
| 4 |
Enterprise Products Partners
EPD
|
+$97.1K |
| 5 |
Eli Lilly
LLY
|
+$74.8K |
Sector Composition
| 1 | Financials | 27.68% |
| 2 | Technology | 24.31% |
| 3 | Consumer Discretionary | 21.47% |
| 4 | Communication Services | 14.17% |
| 5 | Healthcare | 6.54% |
