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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$634K
3
+$347K
4
DIS icon
Walt Disney
DIS
+$336K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314K

Top Sells

1
+$168K
2
+$30.2K
3
+$25.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
AEP icon
American Electric Power
AEP
+$12.5K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.8K ﹤0.01%
550
127
$5.45K ﹤0.01%
+110
128
$5.4K ﹤0.01%
21
129
$4.83K ﹤0.01%
+143
130
$4.69K ﹤0.01%
+100
131
$4.61K ﹤0.01%
+240
132
$4.6K ﹤0.01%
+195
133
$4.27K ﹤0.01%
102
134
$3.95K ﹤0.01%
+100
135
$3.66K ﹤0.01%
135
+1
136
$3.63K ﹤0.01%
150
137
$3.42K ﹤0.01%
28
138
$3.27K ﹤0.01%
340
139
$3.22K ﹤0.01%
+150
140
$2.97K ﹤0.01%
545
+16
141
$2.91K ﹤0.01%
11
142
$2.9K ﹤0.01%
55
+1
143
$2.81K ﹤0.01%
46
144
$2.79K ﹤0.01%
10
145
$2.29K ﹤0.01%
36
+1
146
$2.03K ﹤0.01%
+85
147
$2.02K ﹤0.01%
+10
148
$1.84K ﹤0.01%
55
149
$1.52K ﹤0.01%
101
+52
150
$1.45K ﹤0.01%
+80
4 5
6
7 8