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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
1
$9.25M 6.51%
103,936
+2,112
2
$8.49M 5.97%
310,895
-7,711
3
$7.26M 5.11%
76,323
-670
4
$6.65M 4.68%
35,659
+214
5
$6.46M 4.54%
25,186
+115
6
$5.93M 4.17%
203,568
+3,816
7
$5.88M 4.14%
30,254
-251
8
$5.86M 4.12%
222,850
+1,499
9
$4.96M 3.49%
24,861
+120
10
$4.92M 3.46%
191,408
-2,211
11
$4.85M 3.41%
35,209
+614
12
$4.37M 3.08%
13,322
-137
13
$4.3M 3.03%
19,931
-66
14
$3.91M 2.75%
75,922
-3,208
15
$3.89M 2.74%
45,578
-396
16
$3.62M 2.55%
8,137
+311
17
$3.23M 2.28%
37,168
+3,072
18
$3.16M 2.23%
18,116
+43
19
$3.16M 2.22%
99,099
+718
20
$2.64M 1.86%
31,478
-860
21
$2.45M 1.73%
30,495
+235
22
$2.44M 1.72%
33,204
+282
23
$2.16M 1.52%
27,018
+138
24
$1.95M 1.37%
34,443
+1,649
25
$1.8M 1.27%
68,324
+173
1
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