FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$267K
3
+$29.2K
4
SBUX icon
Starbucks
SBUX
+$19.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Top Sells

1
+$915K
2
+$306K
3
+$162K
4
SCHW icon
Charles Schwab
SCHW
+$159K
5
TSLA icon
Tesla
TSLA
+$119K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$898 ﹤0.01%
9
152
$649 ﹤0.01%
+23
153
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+11
154
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+10
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5
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3
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159
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5
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$101 ﹤0.01%
4
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$81 ﹤0.01%
2
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$74 ﹤0.01%
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4
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$64 ﹤0.01%
100
175
$63 ﹤0.01%
+1
4 5 6
7
8