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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$634K
3
+$347K
4
DIS icon
Walt Disney
DIS
+$336K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314K

Top Sells

1
+$168K
2
+$30.2K
3
+$25.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
AEP icon
American Electric Power
AEP
+$12.5K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45K ﹤0.01%
50
152
$1.4K ﹤0.01%
+40
153
$1.36K ﹤0.01%
+7
154
$1.33K ﹤0.01%
21
+1
155
$1.17K ﹤0.01%
386
+7
156
$1.12K ﹤0.01%
+64
157
$1.09K ﹤0.01%
+7
158
$1.02K ﹤0.01%
717
159
$980 ﹤0.01%
7
160
$956 ﹤0.01%
9
161
$756 ﹤0.01%
+35
162
$350 ﹤0.01%
5
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3
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165
$150 ﹤0.01%
5
166
$112 ﹤0.01%
100
167
$71 ﹤0.01%
4
168
$64 ﹤0.01%
+6
169
$60 ﹤0.01%
4
170
$32 ﹤0.01%
4
+2
171
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-64
174
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175
– –
-20
4 5 6
7
8