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

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

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
in Stake 		Capital Flow
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$0 ﹤0.01%
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-700
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$0 ﹤0.01%
3
159
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-500
161
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3 4 5 6
7