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
$197M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$776K
3 +$638K
4
KVUE icon
Kenvue
KVUE
+$595K
5
PFE icon
Pfizer
PFE
+$575K

Top Sells

1 +$2.43M
2 +$957K
3 +$950K
4
AAPL icon
Apple
AAPL
+$865K
5
SCHW icon
Charles Schwab
SCHW
+$245K

Sector Composition

1 Technology 29.16%
2 Financials 27.34%
3 Consumer Discretionary 15.96%
4 Communication Services 12.75%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRI icon
126
Carter's
CRI
$1.14B
$5.33K ﹤0.01%
130
+2
WBD icon
127
Warner Bros
WBD
$55.6B
$5.2K ﹤0.01%
485
BMO icon
128
Bank of Montreal
BMO
$89B
$4.78K ﹤0.01%
50
BOX icon
129
Box
BOX
$4.65B
$4.63K ﹤0.01%
150
AIG icon
130
American International
AIG
$43.7B
$4.18K ﹤0.01%
48
WBA
131
DELISTED
Walgreens Boots Alliance
WBA
$4.1K ﹤0.01%
367
MPW icon
132
Medical Properties Trust
MPW
$3.11B
$3.9K ﹤0.01%
647
+13
CSL icon
133
Carlisle Companies
CSL
$13.6B
$3.87K ﹤0.01%
11
PBI icon
134
Pitney Bowes
PBI
$1.59B
$3.69K ﹤0.01%
407
+2
LYFT icon
135
Lyft
LYFT
$8.49B
$3.56K ﹤0.01%
300
RBLX icon
136
Roblox
RBLX
$79.8B
$2.92K ﹤0.01%
50
LUMN icon
137
Lumen
LUMN
$10.5B
$2.81K ﹤0.01%
717
GIS icon
138
General Mills
GIS
$24.9B
$2.25K ﹤0.01%
38
+1
TMUS icon
139
T-Mobile US
TMUS
$235B
$1.91K ﹤0.01%
7
WAB icon
140
Wabtec
WAB
$35B
$1.63K ﹤0.01%
9
ZM icon
141
Zoom
ZM
$26.1B
$369 ﹤0.01%
5
VTRS icon
142
Viatris
VTRS
$12B
$166 ﹤0.01%
19
GSAT icon
143
Globalstar
GSAT
$6.89B
$63 ﹤0.01%
3
-1
BBWI icon
144
Bath & Body Works
BBWI
$5.05B
0
AEM icon
145
Agnico Eagle Mines
AEM
$80.7B
-300
SO icon
146
Southern Company
SO
$104B
-22
SU icon
147
Suncor Energy
SU
$48.3B
-470
WMB icon
148
Williams Companies
WMB
$70.7B
-485
SILV
149
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
-2,000
AM icon
150
Antero Midstream
AM
$8.22B
-850