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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.78K ﹤0.01%
129
+28
127
$2.63K ﹤0.01%
584
+23
128
$2.55K ﹤0.01%
36
129
$1.89K ﹤0.01%
50
130
$1.86K ﹤0.01%
80
131
$1.67K ﹤0.01%
395
+4
132
$1.64K ﹤0.01%
7
133
$1.5K ﹤0.01%
21
134
$1.3K ﹤0.01%
9
135
$1.15K ﹤0.01%
7
136
$1.05K ﹤0.01%
717
137
$389 ﹤0.01%
+12
138
$324 ﹤0.01%
5
139
$310 ﹤0.01%
40
-300
140
$217 ﹤0.01%
18
141
$109 ﹤0.01%
100
142
$73 ﹤0.01%
4
143
$71 ﹤0.01%
3
144
$56 ﹤0.01%
5
145
$52 ﹤0.01%
4
146
$13 ﹤0.01%
4
147
– –
-309
148
– –
-314
149
– –
-35
150
– –
-110
3 4 5
6
7