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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$157K
3
+$138K
4
INTC icon
Intel
INTC
+$97K
5
DIS icon
Walt Disney
DIS
+$87.9K

Top Sells

1
+$1.55M
2
+$1.01M
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$38.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$536 ﹤0.01%
10
152
$483 ﹤0.01%
11
153
$369 ﹤0.01%
5
154
$322 ﹤0.01%
3
155
$305 ﹤0.01%
64
156
$260 ﹤0.01%
3
157
$207 ﹤0.01%
1
158
$191 ﹤0.01%
3
159
$182 ﹤0.01%
72
160
$167 ﹤0.01%
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161
$156 ﹤0.01%
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162
$154 ﹤0.01%
1
163
$150 ﹤0.01%
6
164
$116 ﹤0.01%
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$114 ﹤0.01%
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166
$112 ﹤0.01%
4
167
$111 ﹤0.01%
5
168
$100 ﹤0.01%
2
169
$95 ﹤0.01%
5
170
$73 ﹤0.01%
1
171
$69 ﹤0.01%
1
172
$63 ﹤0.01%
4
173
$63 ﹤0.01%
2
174
$53 ﹤0.01%
3
175
$29 ﹤0.01%
20
4 5 6
7
8