AC
Avant Capital Portfolio holdings
AUM
$129M
This Quarter Return
+9.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91M
AUM Growth
–
Cap. Flow
+$91M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.02%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.31M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$6.03M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.03M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.41M |
| 5 |
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% |
