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
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.22M
3
+$176K
4
ADBE icon
Adobe
ADBE
+$93.9K
5
SBUX icon
Starbucks
SBUX
+$90.3K

Top Sells

1
+$146M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$3.55M
5
AAPL icon
Apple
AAPL
+$729K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.87K ﹤0.01%
54
+1
127
$5.67K ﹤0.01%
145
+1
128
$5.32K ﹤0.01%
128
+2
129
$5.11K ﹤0.01%
5
130
$4.59K ﹤0.01%
11
131
$4.23K ﹤0.01%
300
-183
132
$4.21K ﹤0.01%
348
+5
133
$4.19K ﹤0.01%
50
-50
134
$3.97K ﹤0.01%
150
135
$3.92K ﹤0.01%
137
136
$3.61K ﹤0.01%
485
137
$3.39K ﹤0.01%
129
138
$3.32K ﹤0.01%
11
139
$2.6K ﹤0.01%
602
+18
140
$2.32K ﹤0.01%
37
+1
141
$2.03K ﹤0.01%
399
+4
142
$1.86K ﹤0.01%
50
143
$1.65K ﹤0.01%
21
144
$1.42K ﹤0.01%
9
145
$1.25K ﹤0.01%
7
146
$789 ﹤0.01%
717
147
$345 ﹤0.01%
12
148
$296 ﹤0.01%
5
149
$196 ﹤0.01%
18
150
$75 ﹤0.01%
100
3 4 5
6
7