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

Top Buys

1 +$22.4M
2 +$16M
3 +$8.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.72M
5
SCHW icon
Charles Schwab
SCHW
+$7.26M

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%
+166
152
$1K ﹤0.01%
+9
153
$1K ﹤0.01%
+7
154
$1K ﹤0.01%
+6
155
$0 ﹤0.01%
+30
156
$0 ﹤0.01%
+110
157
$0 ﹤0.01%
+21
158
$0 ﹤0.01%
+3
159
$0 ﹤0.01%
+4