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
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$17.7M
3 +$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1K ﹤0.01%
+7
152
$1K ﹤0.01%
+9
153
$1K ﹤0.01%
+166
154
$1K ﹤0.01%
+23
155
$0 ﹤0.01%
+4
156
$0 ﹤0.01%
+3
157
$0 ﹤0.01%
+21
158
$0 ﹤0.01%
+110
159
$0 ﹤0.01%
+30