FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
+15.45%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$20.6M
(+16%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
73.87%
Holding
182
New
–
Increased
66
Reduced
16
Closed
24
Top Buys
| 1 |
PayPal
PYPL
|
+$303K |
| 2 |
Charles Schwab
SCHW
|
+$264K |
| 3 |
Bank of America
BAC
|
+$242K |
| 4 |
Verizon
VZ
|
+$242K |
| 5 |
Adobe
ADBE
|
+$231K |
Top Sells
| 1 |
Apple
AAPL
|
+$135K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$42.6K |
| 3 |
Advanced Micro Devices
AMD
|
+$32.8K |
| 4 |
Dropbox
DBX
|
+$32.6K |
| 5 |
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% |
