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
$123M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$447K
2 +$361K
3 +$343K
4
DIS icon
Walt Disney
DIS
+$338K
5
PYPL icon
PayPal
PYPL
+$317K

Top Sells

1 +$529K
2 +$306K
3 +$157K
4
EPD icon
Enterprise Products Partners
EPD
+$97.1K
5
LLY icon
Eli Lilly
LLY
+$74.8K

Sector Composition

1 Financials 27.68%
2 Technology 24.31%
3 Consumer Discretionary 21.47%
4 Communication Services 14.17%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
10
152
-726
153
-1
154
-5,500