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
$150M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$349K
2 +$250K
3 +$246K
4
NVDA icon
NVIDIA
NVDA
+$191K
5
MSFT icon
Microsoft
MSFT
+$178K

Top Sells

1 +$118K
2 +$80K
3 +$63.9K
4
ABT icon
Abbott
ABT
+$58.5K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$30.4K

Sector Composition

1 Financials 26.63%
2 Consumer Discretionary 23.91%
3 Technology 22.32%
4 Communication Services 17.37%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
3