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

Top Buys

1 +$544K
2 +$398K
3 +$397K
4
PYPL icon
PayPal
PYPL
+$394K
5
ADBE icon
Adobe
ADBE
+$381K

Top Sells

1 +$529K
2 +$339K
3 +$181K
4
EPD icon
Enterprise Products Partners
EPD
+$105K
5
LLY icon
Eli Lilly
LLY
+$69.6K

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