FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
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
+$1.46M
2
+$770K
3
+$602K
4
PFE icon
Pfizer
PFE
+$594K
5
KVUE icon
Kenvue
KVUE
+$550K

Top Sells

1
+$2.37M
2
+$1.12M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$902K
5
TSLA icon
Tesla
TSLA
+$272K

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
126
$5.33K ﹤0.01%
130
+2
127
$5.2K ﹤0.01%
485
128
$4.78K ﹤0.01%
50
129
$4.63K ﹤0.01%
150
130
$4.18K ﹤0.01%
48
131
$4.1K ﹤0.01%
367
132
$3.9K ﹤0.01%
647
+13
133
$3.87K ﹤0.01%
11
134
$3.69K ﹤0.01%
407
+2
135
$3.56K ﹤0.01%
300
136
$2.92K ﹤0.01%
50
137
$2.81K ﹤0.01%
717
138
$2.25K ﹤0.01%
38
+1
139
$1.91K ﹤0.01%
7
140
$1.63K ﹤0.01%
9
141
$369 ﹤0.01%
5
142
$166 ﹤0.01%
19
143
$63 ﹤0.01%
3
-1
144
– –
0
145
– –
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146
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147
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-850
148
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149
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150
– –
-690
3 4 5
6
7