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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$11.9M
3 +$371K
4
PFE icon
Pfizer
PFE
+$277K
5
VZ icon
Verizon
VZ
+$221K

Top Sells

1 +$14.9M
2 +$744K
3 +$437K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
LLY icon
Eli Lilly
LLY
+$167K

Sector Composition

1 Technology 34.28%
2 Financials 24.56%
3 Consumer Discretionary 17.57%
4 Communication Services 12.32%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$12.2K 0.01%
+117
127
$11.7K 0.01%
340
+1
128
$11.6K 0.01%
1,232
129
$10.6K 0.01%
320
130
$10.1K 0.01%
20
131
$9.91K ﹤0.01%
67
132
$9.51K ﹤0.01%
75
133
$9.3K ﹤0.01%
250
134
$8.97K ﹤0.01%
+115
135
$8.91K ﹤0.01%
150
136
$8.49K ﹤0.01%
+80
137
$8.46K ﹤0.01%
216
+2
138
$8.42K ﹤0.01%
+2
139
$8.37K ﹤0.01%
331
-244
140
$8.27K ﹤0.01%
14
141
$8.19K ﹤0.01%
126
+1
142
$6.71K ﹤0.01%
65
143
$6.71K ﹤0.01%
130
+2
144
$6.67K ﹤0.01%
102
145
$6.58K ﹤0.01%
54
146
$5.74K ﹤0.01%
+40
147
$5.63K ﹤0.01%
+17
148
$5.26K ﹤0.01%
229
+100
149
$5.17K ﹤0.01%
+150
150
$5.1K ﹤0.01%
11