AFA
Avant Financial Advisors Portfolio holdings
AUM
$121M
This Quarter Return
-1.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.76%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$11.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.58M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$7.96M |
| 4 |
Apple
AAPL
|
$4.5M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$4.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Consumer Discretionary | 2.07% |
| 3 | Healthcare | 0.84% |
| 4 | Communication Services | 0.46% |
| 5 | Utilities | 0.27% |
