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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.4K ﹤0.01%
125
+2
127
$6.21K ﹤0.01%
144
+1
128
$5.92K ﹤0.01%
110
129
$5.11K ﹤0.01%
21
130
$5.07K ﹤0.01%
240
131
$5.05K ﹤0.01%
102
132
$5.02K ﹤0.01%
+61
133
$4.99K ﹤0.01%
100
134
$4.95K ﹤0.01%
195
135
$4.05K ﹤0.01%
100
136
$3.9K ﹤0.01%
135
137
$3.84K ﹤0.01%
150
138
$3.55K ﹤0.01%
28
139
$3.55K ﹤0.01%
55
140
$3.52K ﹤0.01%
11
141
$3.5K ﹤0.01%
150
142
$3.18K ﹤0.01%
47
+1
143
$3.03K ﹤0.01%
340
144
$3.02K ﹤0.01%
10
145
$2.75K ﹤0.01%
561
+16
146
$2.38K ﹤0.01%
10
147
$2.35K ﹤0.01%
36
148
$2.29K ﹤0.01%
50
149
$2.15K ﹤0.01%
85
150
$2.1K ﹤0.01%
101
3 4 5
6
7