FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$654K
3
+$591K
4
BND icon
Vanguard Total Bond Market
BND
+$483K
5
VZ icon
Verizon
VZ
+$440K

Top Sells

1
+$3.11M
2
+$2.26M
3
+$1M
4
AXP icon
American Express
AXP
+$772K
5
SCHW icon
Charles Schwab
SCHW
+$648K

Sector Composition

1 Technology 32.45%
2 Financials 23.94%
3 Consumer Discretionary 18.68%
4 Communication Services 13.34%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$1.57K ﹤0.01%
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$112 ﹤0.01%
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