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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$146K
3
+$139K
4
BAC icon
Bank of America
BAC
+$97.6K
5
DIS icon
Walt Disney
DIS
+$88.5K

Top Sells

1
+$1.57M
2
+$853K
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$34.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-52
177
– –
-20
178
– –
-4,200
179
– –
-21
180
– –
-65
181
– –
-36
182
– –
-350
4 5 6 7
8