AFA
Avant Financial Advisors Portfolio holdings
AUM
$142M
1-Year Est. Return
18.25%
This Fund
S&P 500
1 Year Est. Return
+18.25%
AUM
$142M
AUM Growth
+$3.11M
(+2.2%)
Holding
67
Top Buys
| 1 | +$1.47M | |
| 2 | +$556K | |
| 3 | +$329K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$320K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$249K |
Top Sells
| 1 | +$909K | |
| 2 | +$600K | |
| 3 | +$305K | |
| 4 |
McKesson
MCK
|
+$89.3K |
| 5 |
NVIDIA
NVDA
|
+$36.7K |
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Healthcare | 0.73% |
| 4 | Financials | 0.4% |
| 5 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pfizer
PFE
$154B
| $351K | 0.25% |
12,506
|
|
||
|
52
NVIDIA
NVDA
$5.06T
| $336K | 0.24% |
1,926
-200
|
|
||
53
Dimensional US Small Cap ETF
DFAS
$14B
| $335K | 0.24% |
4,704
|
|
||
54
Tesla
TSLA
$1.41T
| $328K | 0.23% |
882
+5
|
|
||
55
Avista
AVA
$3.39B
| $325K | 0.23% |
8,099
|
|
||
56
Mercado Libre
MELI
$93B
| $322K | 0.23% |
186
|
|
||
57
Schwab US TIPS ETF
SCHP
$15.7B
| $316K | 0.22% |
11,881
|
|
||
58
State Street SPDR S&P Dividend ETF
SDY
$21B
| $301K | 0.21% |
2,065
|
|
||
59
iShares Core MSCI EAFE ETF
IEFA
$179B
| $284K | 0.2% |
3,137
|
|
||
60
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
| $252K | 0.18% |
1,730
|
|
||
61
iShares MSCI EAFE ETF
EFA
$75.1B
| $246K | 0.17% |
2,535
|
|
||
62
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
| $234K | 0.16% |
4,679
|
|
||
63
iShares Core S&P Small-Cap ETF
IJR
$101B
| $219K | 0.15% |
1,760
+72
|
|
||
64
Broadcom
AVGO
$2T
| $207K | 0.15% |
670
|
|
||
65
Home Depot
HD
$335B
| $206K | 0.14% |
626
|
|
||
66
Vanguard High Dividend Yield ETF
VYM
$76B
| – | – |
-6,332
|
|
||
67
Vanguard Dividend Appreciation ETF
VIG
$105B
| – | – |
-2,732
|
|