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FA

Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$406K
3
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1
+$1.18M
2
+$1.14M
3
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
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
$3.82K ﹤0.01%
49
+1
127
$3.74K ﹤0.01%
133
+2
128
$3.4K ﹤0.01%
670
+13
129
$1.95K ﹤0.01%
39
+1
130
$1.8K ﹤0.01%
9
131
$1.73K ﹤0.01%
7
132
$1.24K ﹤0.01%
+1,000
133
$413 ﹤0.01%
5
134
$193 ﹤0.01%
19
135
$109 ﹤0.01%
3
136
– –
0
137
– –
-429
138
– –
-6,000
139
– –
-367
2 3 4 5
6