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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$146K
3
+$139K
4
BAC icon
Bank of America
BAC
+$97.6K
5
DIS icon
Walt Disney
DIS
+$88.5K

Top Sells

1
+$1.57M
2
+$853K
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$34.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.41K ﹤0.01%
18
127
$3.01K ﹤0.01%
35
128
$3K ﹤0.01%
15
129
$2.73K ﹤0.01%
375
130
$2.52K ﹤0.01%
11
131
$2.47K ﹤0.01%
10
132
$2.38K ﹤0.01%
21
133
$2.31K ﹤0.01%
318
134
$2.31K ﹤0.01%
46
135
$2.25K ﹤0.01%
50
136
$2.1K ﹤0.01%
55
137
$1.9K ﹤0.01%
717
138
$1.46K ﹤0.01%
374
+5
139
$1.41K ﹤0.01%
20
140
$1.33K ﹤0.01%
39
141
$1.17K ﹤0.01%
23
142
$1.17K ﹤0.01%
21
143
$1.17K ﹤0.01%
33
144
$1.15K ﹤0.01%
40
145
$1.01K ﹤0.01%
7
146
$994 ﹤0.01%
26
147
$959 ﹤0.01%
710
148
$910 ﹤0.01%
9
149
$723 ﹤0.01%
49
150
$692 ﹤0.01%
23
4 5
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7 8