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
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.07M
3
+$173K
4
SBUX icon
Starbucks
SBUX
+$94.5K
5
ADBE icon
Adobe
ADBE
+$81.8K

Top Sells

1
+$147M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$2.91M
5
AAPL icon
Apple
AAPL
+$645K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
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