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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$544K
3
+$531K
4
DIS icon
Walt Disney
DIS
+$484K
5
AMD icon
Advanced Micro Devices
AMD
+$481K

Top Sells

1
+$1.14M
2
+$498K
3
+$473K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$136K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-97
153
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$0 ﹤0.01%
5
155
$0 ﹤0.01%
4
156
– –
-53
157
– –
-418
158
– –
-201
159
– –
-35
160
– –
-25
161
$0 ﹤0.01%
2
3 4 5 6
7