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
$142M
AUM Growth
+$13.2M
(+10%)
Holding
81
Top Buys
| 1 | +$681K | |
| 2 | +$561K | |
| 3 | +$456K | |
| 4 |
Alibaba
BABA
|
+$282K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$260K |
Top Sells
| 1 | +$210K | |
| 2 | +$205K | |
| 3 | +$166K | |
| 4 |
WisdomTree US Total Dividend Fund
DTD
|
+$70.5K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.06T
| $207K | 0.15% |
+412
|
|
||
77
Mastercard
MA
$444B
| $203K | 0.14% |
+358
|
|
||
78
Hancock Whitney
HWC
$5.06B
| $202K | 0.14% |
+3,234
|
|
||
79
Transocean
RIG
$7.01B
| $46.8K | 0.03% |
+15,000
|
|
||
80
Dragonfly Energy
DFLI
$36.1M
| – | – |
-2,621
|
|
||
81
Netflix
NFLX
$402B
| – | – |
-1,530
|
|