FA
Financial Avengers Portfolio holdings
AUM $215M
1-Year Return
19.96%
This Quarter Return
+16.84%
1 Year Return
+19.96%
3 Year Return
+126.37%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$22.7M
(+14%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
74.66%
Holding
182
New
3
Increased
73
Reduced
22
Closed
29
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$15M |
| 2 |
Walt Disney
DIS
|
+$420K |
| 3 |
Verizon
VZ
|
+$357K |
| 4 |
Kenvue
KVUE
|
+$349K |
| 5 |
Starbucks
SBUX
|
+$344K |
Top Sells
| 1 |
Tesla
TSLA
|
+$566K |
| 2 |
Apple
AAPL
|
+$335K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$91.6K |
| 4 |
Advanced Micro Devices
AMD
|
+$63.1K |
| 5 |
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% |
