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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$418K
2 +$356K
3 +$254K
4
MSFT icon
Microsoft
MSFT
+$246K
5
PYPL icon
PayPal
PYPL
+$226K

Top Sells

1 +$322K
2 +$181K
3 +$75.5K
4
UNH icon
UnitedHealth
UNH
+$33.1K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$33K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-140
152
-250
153
$0 ﹤0.01%
3
154
-11