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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
51
$477K 0.34%
+4,873
52
$422K 0.3%
3,679
+4
53
$390K 0.27%
1,596
+114
54
$385K 0.27%
+2,156
55
$379K 0.27%
4,540
+14
56
$376K 0.26%
3,427
+339
57
$348K 0.25%
580
+141
58
$338K 0.24%
4,960
+6
59
$329K 0.23%
2,733
+261
60
$303K 0.21%
961
+4
61
$291K 0.2%
1,424
-220
62
$278K 0.2%
1,140
-18
63
$265K 0.19%
433
-5
64
$261K 0.18%
5,643
-26
65
$256K 0.18%
+8,000
66
$251K 0.18%
2,836
+10
67
$250K 0.18%
5,001
-83
68
$245K 0.17%
1,277
69
$240K 0.17%
+2,100
70
$239K 0.17%
2,370
-80
71
$239K 0.17%
4,563
+324
72
$237K 0.17%
+5,007
73
$235K 0.17%
2,280
74
$223K 0.16%
488
75
$215K 0.15%
2,407
+3
1 2
3
4