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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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$617K
3
+$507K
4
VZ icon
Verizon
VZ
+$403K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$342K

Top Sells

1
+$1.51M
2
+$108K
3
+$42.2K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$36.6K
5
MO icon
Altria Group
MO
+$29K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
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