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

Top Buys

1 +$900K
2 +$451K
3 +$316K
4
ADBE icon
Adobe
ADBE
+$245K
5
SHOP icon
Shopify
SHOP
+$136K

Top Sells

1 +$4.04M
2 +$341K
3 +$300K
4
AAPL icon
Apple
AAPL
+$209K
5
SCHW icon
Charles Schwab
SCHW
+$198K

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
$0 ﹤0.01%
4
155
$0 ﹤0.01%
+7
156
$0 ﹤0.01%
3
157
-237
158
-4
159
$0 ﹤0.01%
10
160
-605