FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
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 +$141M
2 +$361K
3 +$349K
4
VZ icon
Verizon
VZ
+$341K
5
KVUE icon
Kenvue
KVUE
+$334K

Top Sells

1 +$631K
2 +$358K
3 +$84.4K
4
AMD icon
Advanced Micro Devices
AMD
+$60.1K
5
CSCO icon
Cisco
CSCO
+$42.2K

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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