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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$406K
3
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1
+$1.18M
2
+$1.14M
3
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 14.91%
185,832
-6,530
2
$25.1M 10.81%
114,440
-5,200
3
$23.4M 10.05%
91,751
-3,098
4
$20.2M 8.67%
82,816
-4,421
5
$18.7M 8.06%
37,266
-1,109
6
$14.2M 6.12%
149,182
-5,358
7
$13M 5.58%
39,075
-1,319
8
$9.38M 4.04%
181,908
-8,658
9
$9.12M 3.92%
49,161
-184
10
$8.21M 3.53%
15,849
-352
11
$6.7M 2.88%
45,115
-355
12
$5.77M 2.48%
50,435
-974
13
$5.7M 2.45%
37,109
-885
14
$4.2M 1.81%
95,508
+2,372
15
$3.8M 1.64%
72,825
+8,563
16
$3.68M 1.58%
43,534
+949
17
$3.07M 1.32%
41,317
+5,516
18
$2.95M 1.27%
8,335
+423
19
$2.61M 1.12%
5,870
-10
20
$2.5M 1.08%
98,292
+8,500
21
$1.96M 0.84%
8,079
+404
22
$1.74M 0.75%
106,903
+5,181
23
$1.51M 0.65%
2
24
$1.48M 0.64%
9,569
+466
25
$1.08M 0.47%
1,421
-159
1
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