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AC

Avant Capital Portfolio holdings

AUM $142M
1-Year Est. Return 15.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$561K
3
+$456K
4
BABA icon
Alibaba
BABA
+$282K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$260K

Top Sells

1
+$210K
2
+$205K
3
+$166K
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$70.5K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$62.8K

Sector Composition

1 Consumer Discretionary 3.73%
2 Technology 3.34%
3 Energy 1.93%
4 Financials 0.64%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.12%
8,529
+289
27
$1.45M 1.02%
15,978
+75
28
$1.27M 0.9%
6,707
+3
29
$1.24M 0.87%
10,956
+5,047
30
$1.23M 0.86%
4,814
+43
31
$1.13M 0.79%
8,474
+466
32
$942K 0.66%
29,331
+2,381
33
$938K 0.66%
7,499
-134
34
$900K 0.63%
7,264
-348
35
$894K 0.63%
1,726
+16
36
$777K 0.55%
13,500
+594
37
$715K 0.5%
3,254
+39
38
$695K 0.49%
+3,330
39
$655K 0.46%
7,199
+906
40
$628K 0.44%
24,381
+2,071
41
$596K 0.42%
3,344
+98
42
$589K 0.41%
5,460
43
$566K 0.4%
3,304
+102
44
$560K 0.39%
3,069
+1,495
45
$534K 0.38%
1,735
+111
46
$521K 0.37%
8,194
-54
47
$515K 0.36%
6,576
-148
48
$515K 0.36%
12,251
+5,006
49
$483K 0.34%
3,111
+1
50
$483K 0.34%
6,748
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