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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
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