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
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$487K
3
+$339K
4
KVUE icon
Kenvue
KVUE
+$226K
5
ADBE icon
Adobe
ADBE
+$211K

Top Sells

1
+$2.12M
2
+$413K
3
+$399K
4
TSLA icon
Tesla
TSLA
+$301K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 31.63%
2 Financials 26.39%
3 Consumer Discretionary 15.04%
4 Communication Services 13.14%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.21K ﹤0.01%
367
127
$4.14K ﹤0.01%
48
128
$3.96K ﹤0.01%
131
+1
129
$3.14K ﹤0.01%
717
130
$2.83K ﹤0.01%
657
+10
131
$1.98K ﹤0.01%
38
132
$1.88K ﹤0.01%
9
133
$1.71K ﹤0.01%
7
134
$390 ﹤0.01%
5
135
$172 ﹤0.01%
19
136
$71 ﹤0.01%
3
137
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0
138
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139
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-2,883
140
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145
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146
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