FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
+14.12%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$16.7M
(+11%)
Cap. Flow
-$56.4M
Cap. Flow
% of AUM
-33.91%
Top 10 Holdings %
Top 10 Hldgs %
73.33%
Holding
183
New
4
Increased
70
Reduced
17
Closed
4
Top Buys
| 1 |
Charles Schwab
SCHW
|
+$73.1K |
| 2 |
Bank of America
BAC
|
+$69.5K |
| 3 |
Kenvue
KVUE
|
+$66.1K |
| 4 |
Ford
F
|
+$59.9K |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$58.5K |
Top Sells
| 1 |
PayPal
PYPL
|
+$1.47M |
| 2 |
Tesla
TSLA
|
+$908K |
| 3 |
Airbnb
ABNB
|
+$364K |
| 4 |
Apple
AAPL
|
+$188K |
| 5 |
Verizon
VZ
|
+$125K |
Sector Composition
| 1 | Technology | 32.54% |
| 2 | Financials | 25.39% |
| 3 | Consumer Discretionary | 19.61% |
| 4 | Communication Services | 12.53% |
| 5 | Healthcare | 4.52% |
