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
$122M
AUM Growth
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$280K
3
+$31.3K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.1K
5
SBUX icon
Starbucks
SBUX
+$19K

Top Sells

1
+$1.01M
2
+$359K
3
+$183K
4
AAPL icon
Apple
AAPL
+$178K
5
SCHW icon
Charles Schwab
SCHW
+$137K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54 ﹤0.01%
+3
177
$49 ﹤0.01%
+2
178
$28 ﹤0.01%
20
179
– –
-250
180
– –
-25
181
– –
-750
182
– –
-150
4 5 6 7
8