AC
Avant Capital Portfolio holdings
AUM
$129M
This Quarter Return
-0.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-0.27%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
50.04%
Holding
68
New
3
Increased
37
Reduced
19
Closed
2
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$770K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$220K |
| 3 |
Vanguard US Momentum Factor ETF
VFMO
|
$216K |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$81K |
| 5 |
Amazon
AMZN
|
$65.3K |
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Consumer Discretionary | 1.57% |
| 3 | Energy | 1.42% |
| 4 | Industrials | 0.2% |
| 5 | Financials | 0.19% |
