AC

Avant Capital Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.31M
2 +$6.03M
3 +$6.03M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.41M
5
VTV icon
Vanguard Value ETF
VTV
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.27%
2 Consumer Discretionary 1.09%
3 Energy 0.71%
4 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$257K 0.28%
+5,460
52
$244K 0.27%
+2,249
53
$239K 0.26%
+12,366
54
$239K 0.26%
+396
55
$239K 0.26%
+4,578
56
$227K 0.25%
+569