FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$402K
3
+$381K
4
INTC icon
Intel
INTC
+$339K
5
SBUX icon
Starbucks
SBUX
+$287K

Top Sells

1
+$156K
2
+$139K
3
+$119K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$109K
5
SCHW icon
Charles Schwab
SCHW
+$73K

Sector Composition

1 Financials 28.98%
2 Consumer Discretionary 23.5%
3 Technology 23.41%
4 Communication Services 13.04%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
9
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$1K ﹤0.01%
7
128
$1K ﹤0.01%
365
+7
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25
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5
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$0 ﹤0.01%
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136
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150
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2 3 4 5
6