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
$151M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$264K
3
+$242K
4
VZ icon
Verizon
VZ
+$242K
5
ADBE icon
Adobe
ADBE
+$231K

Top Sells

1
+$135K
2
+$42.6K
3
+$32.8K
4
DBX icon
Dropbox
DBX
+$32.6K
5
C icon
Citigroup
C
+$27.3K

Sector Composition

1 Technology 31.55%
2 Financials 25.38%
3 Consumer Discretionary 20.97%
4 Communication Services 11.72%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
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