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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$371K
4
PFE icon
Pfizer
PFE
+$277K
5
VZ icon
Verizon
VZ
+$221K

Top Sells

1
+$14.9M
2
+$744K
3
+$437K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
LLY icon
Eli Lilly
LLY
+$167K

Sector Composition

1 Technology 34.28%
2 Financials 24.56%
3 Consumer Discretionary 17.57%
4 Communication Services 12.32%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.09K ﹤0.01%
717
152
$4.91K ﹤0.01%
150
153
$4.51K ﹤0.01%
50
154
$4.11K ﹤0.01%
139
+2
155
$4K ﹤0.01%
485
156
$3.83K ﹤0.01%
300
157
$3.65K ﹤0.01%
624
+22
158
$3.49K ﹤0.01%
+48
159
$3.45K ﹤0.01%
11
160
$3.21K ﹤0.01%
358
+10
161
$2.87K ﹤0.01%
402
+3
162
$2.73K ﹤0.01%
37
163
$2.21K ﹤0.01%
50
164
$1.93K ﹤0.01%
21
165
$1.64K ﹤0.01%
9
166
$1.63K ﹤0.01%
+20
167
$1.47K ﹤0.01%
7
168
$349 ﹤0.01%
5
169
$216 ﹤0.01%
19
+1
170
$78 ﹤0.01%
100
171
$67 ﹤0.01%
4
172
– –
-145
173
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-12
3 4 5 6
7