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
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$330K
3
+$319K
4
SBUX icon
Starbucks
SBUX
+$284K
5
INTC icon
Intel
INTC
+$257K

Top Sells

1
+$138K
2
+$124K
3
+$109K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103K
5
SCHW icon
Charles Schwab
SCHW
+$75.6K

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%
25
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365
+7
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7
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