FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$267K
3
+$29.2K
4
SBUX icon
Starbucks
SBUX
+$19.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Top Sells

1
+$915K
2
+$306K
3
+$162K
4
SCHW icon
Charles Schwab
SCHW
+$159K
5
TSLA icon
Tesla
TSLA
+$119K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.74K ﹤0.01%
717
127
$3.35K ﹤0.01%
+344
128
$3.3K ﹤0.01%
+18
129
$2.94K ﹤0.01%
+35
130
$2.9K ﹤0.01%
46
+1
131
$2.82K ﹤0.01%
+318
132
$2.66K ﹤0.01%
10
+5
133
$2.62K ﹤0.01%
11
134
$2.43K ﹤0.01%
+375
135
$2.15K ﹤0.01%
+55
136
$1.99K ﹤0.01%
+15
137
$1.43K ﹤0.01%
+65
138
$1.43K ﹤0.01%
+20
139
$1.42K ﹤0.01%
50
140
$1.4K ﹤0.01%
369
+4
141
$1.33K ﹤0.01%
+39
142
$1.32K ﹤0.01%
+710
143
$1.2K ﹤0.01%
+20
144
$1.19K ﹤0.01%
+40
145
$1.19K ﹤0.01%
23
146
$1.13K ﹤0.01%
+33
147
$1.03K ﹤0.01%
+21
148
$1K ﹤0.01%
+21
149
$980 ﹤0.01%
7
150
$915 ﹤0.01%
+26
4 5
6
7 8