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
$151M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$264K
3
+$242K
4
VZ icon
Verizon
VZ
+$242K
5
ADBE icon
Adobe
ADBE
+$231K

Top Sells

1
+$135K
2
+$42.6K
3
+$32.8K
4
DBX icon
Dropbox
DBX
+$32.6K
5
C icon
Citigroup
C
+$27.3K

Sector Composition

1 Technology 31.55%
2 Financials 25.38%
3 Consumer Discretionary 20.97%
4 Communication Services 11.72%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87K ﹤0.01%
11
127
$2.72K ﹤0.01%
35
128
$2.65K ﹤0.01%
46
129
$2.29K ﹤0.01%
10
130
$2.04K ﹤0.01%
55
131
$2.02K ﹤0.01%
50
132
$1.62K ﹤0.01%
717
133
$1.43K ﹤0.01%
20
134
$1.34K ﹤0.01%
379
+5
135
$1.22K ﹤0.01%
33
136
$987 ﹤0.01%
9
137
$972 ﹤0.01%
7
138
$802 ﹤0.01%
710
139
$651 ﹤0.01%
49
140
$505 ﹤0.01%
64
141
$339 ﹤0.01%
5
142
$337 ﹤0.01%
3
143
$211 ﹤0.01%
6
144
$176 ﹤0.01%
18
+1
145
$151 ﹤0.01%
100
146
$118 ﹤0.01%
5
147
$112 ﹤0.01%
72
148
$88 ﹤0.01%
2
149
$86 ﹤0.01%
4
150
$58 ﹤0.01%
4
3 4 5
6
7