AC
Avant Capital Portfolio holdings
AUM
$146M
1-Year Est. Return
14.21%
This Fund
S&P 500
1 Year Est. Return
+14.21%
AUM
$146M
AUM Growth
+$3.52M
(+2.5%)
Holding
79
Top Buys
| 1 | +$684K | |
| 2 | +$296K | |
| 3 | +$248K | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$235K |
| 5 |
WisdomTree US Value Fund
WTV
|
+$217K |
Top Sells
| 1 | +$271K | |
| 2 | +$193K | |
| 3 | +$173K | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$160K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$110K |
Sector Composition
| 1 | Consumer Discretionary | 3.79% |
| 2 | Technology | 3.21% |
| 3 | Energy | 1.95% |
| 4 | Financials | 0.63% |
| 5 | Communication Services | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.06T
| $207K | 0.14% |
412
|
|
||
77
Occidental Petroleum
OXY
$57.1B
| $206K | 0.14% |
5,007
|
|
||
78
Mastercard
MA
$444B
| $203K | 0.14% |
356
-2
|
|
||
79
Transocean
RIG
$7.01B
| $62K | 0.04% |
15,000
|
|