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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
Verizon
VZ
+$125K

Sector Composition

1 Technology 32.54%
2 Financials 25.39%
3 Consumer Discretionary 19.61%
4 Communication Services 12.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.98K ﹤0.01%
55
152
$1.72K ﹤0.01%
391
+5
153
$1.66K ﹤0.01%
80
154
$1.57K ﹤0.01%
40
155
$1.54K ﹤0.01%
7
156
$1.46K ﹤0.01%
21
157
$1.31K ﹤0.01%
717
158
$1.29K ﹤0.01%
64
159
$1.19K ﹤0.01%
7
160
$1.14K ﹤0.01%
9
161
$1.13K ﹤0.01%
7
162
$804 ﹤0.01%
35
163
$373 ﹤0.01%
3
164
$360 ﹤0.01%
5
165
$195 ﹤0.01%
18
166
$105 ﹤0.01%
4
167
$105 ﹤0.01%
100
168
$91 ﹤0.01%
5
169
$76 ﹤0.01%
4
170
$55 ﹤0.01%
+3
171
$24 ﹤0.01%
4
172
– –
-80
173
– –
-6
174
– –
-774
3 4 5 6
7