AFA
Avant Financial Advisors Portfolio holdings
AUM
$133M
1-Year Est. Return
12.04%
1 Year Est. Return
+12.04%
AUM
$133M
AUM Growth
+$11.4M
(+9.4%)
Holding
65
Top Buys
| 1 | +$3.28M | |
| 2 | +$492K | |
| 3 | +$415K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$388K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$305K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$634K | |
| 3 | +$72.8K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$64.3K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$54.2K |
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Healthcare | 0.99% |
| 4 | Communication Services | 0.41% |
| 5 | Utilities | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
| $397K | 0.3% |
8,237
+3,004
|
|
||
52
NVIDIA
NVDA
$4.43T
| $397K | 0.3% |
2,126
+1
|
|
||
53
Tesla
TSLA
$1.51T
| $385K | 0.29% |
865
|
|
||
54
Dimensional US Small Cap ETF
DFAS
$12B
| $322K | 0.24% |
4,704
|
|
||
55
Pfizer
PFE
$148B
| $319K | 0.24% |
12,506
|
|
||
56
Avista
AVA
$3.15B
| $306K | 0.23% |
8,099
|
|
||
57
State Street SPDR S&P Dividend ETF
SDY
$20.1B
| $289K | 0.22% |
2,065
|
|
||
58
Schwab US TIPS ETF
SCHP
$14.7B
| $280K | 0.21% |
10,386
+90
|
|
||
59
iShares MSCI EAFE ETF
EFA
$69.1B
| $277K | 0.21% |
2,965
|
|
||
60
iShares Core MSCI EAFE ETF
IEFA
$161B
| $274K | 0.21% |
3,137
|
|
||
61
Bank of Montreal
BMO
$92.3B
| $271K | 0.2% |
2,080
|
|
||
62
Home Depot
HD
$353B
| $254K | 0.19% |
626
|
|
||
63
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
| $247K | 0.19% |
1,730
-80
|
|
||
64
Broadcom
AVGO
$1.84T
| $221K | 0.17% |
+670
|
|
||
65
Abbott
ABT
$217B
| $210K | 0.16% |
1,567
|
|