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
$163M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$432K
3
+$347K
4
ADBE icon
Adobe
ADBE
+$270K
5
PYPL icon
PayPal
PYPL
+$155K

Top Sells

1
+$4.08M
2
+$377K
3
+$308K
4
SCHW icon
Charles Schwab
SCHW
+$190K
5
AAPL icon
Apple
AAPL
+$186K

Sector Composition

1 Financials 26.35%
2 Consumer Discretionary 25.37%
3 Technology 24.98%
4 Communication Services 13.51%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
7
152
$1K ﹤0.01%
9
153
$1K ﹤0.01%
23
154
– –
-237
155
$0 ﹤0.01%
4
156
$0 ﹤0.01%
+7
157
$0 ﹤0.01%
3
158
– –
-4
159
$0 ﹤0.01%
10
160
– –
-605
3 4 5 6
7