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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$651K
3
+$400K
4
DIS icon
Walt Disney
DIS
+$354K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$310K

Top Sells

1
+$178K
2
+$30.4K
3
+$27.5K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
LC icon
LendingClub
LC
+$13.7K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-33
177
– –
-20
178
– –
-18
179
– –
-710
180
– –
-20
4 5 6 7
8