FA
Financial Avengers Portfolio holdings
AUM
$244M
1-Year Est. Return
27.95%
This Fund
S&P 500
1 Year Est. Return
+27.95%
AUM
$233M
AUM Growth
+$17.1M
(+7.9%)
Holding
144
Top Buys
| 1 | +$442K | |
| 2 | +$406K | |
| 3 | +$210K | |
| 4 |
Adobe
ADBE
|
+$152K |
| 5 |
Kenvue
KVUE
|
+$106K |
Top Sells
| 1 | +$1.18M | |
| 2 | +$1.14M | |
| 3 | +$929K | |
| 4 |
Apple
AAPL
|
+$700K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$537K |
Sector Composition
| 1 | Technology | 33.44% |
| 2 | Financials | 24.78% |
| 3 | Communication Services | 14.29% |
| 4 | Consumer Discretionary | 13.7% |
| 5 | Healthcare | 5.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
American International
AIG
$42B
| $3.82K | ﹤0.01% |
49
+1
|
|
||
127
Carter's
CRI
$1.24B
| $3.74K | ﹤0.01% |
133
+2
|
|
||
|
MPT
128
Medical Properties Trust
MPT
$3.02B
| $3.4K | ﹤0.01% |
670
+13
|
|
||
129
General Mills
GIS
$18.5B
| $1.95K | ﹤0.01% |
39
+1
|
|
||
130
Wabtec
WAB
$45B
| $1.8K | ﹤0.01% |
9
|
|
||
131
T-Mobile US
TMUS
$212B
| $1.73K | ﹤0.01% |
7
|
|
||
132
Microvision
MVIS
$216M
| $1.24K | ﹤0.01% |
+1,000
|
|
||
133
Zoom
ZM
$30.5B
| $413 | ﹤0.01% |
5
|
|
||
134
Viatris
VTRS
$17.5B
| $193 | ﹤0.01% |
19
|
|
||
135
Globalstar
GSAT
$10.5B
| $109 | ﹤0.01% |
3
|
|
||
136
Bath & Body Works
BBWI
$3.87B
| – | – |
0
|
|
||
137
Evergy
EVRG
$19B
| – | – |
-429
|
|
||
|
NVEE
138
DELISTED
NV5 Global
NVEE
| – | – |
-6,000
|
|
||
|
WBA
139
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-367
|
|