AFA
Avant Financial Advisors Portfolio holdings
AUM
$121M
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$11.1M
(+10%)
Holding
65
Top Buys
| 1 | +$1.28M | |
| 2 | +$544K | |
| 3 | +$436K | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$373K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$256K |
Top Sells
| 1 | +$720K | |
| 2 | +$682K | |
| 3 | +$424K | |
| 4 |
LOAN
Manhattan Bridge Capital
LOAN
|
+$290K |
| 5 |
NVIDIA
NVDA
|
+$94.8K |
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Consumer Discretionary | 1.81% |
| 3 | Healthcare | 1.04% |
| 4 | Communication Services | 0.48% |
| 5 | Utilities | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
NVIDIA
NVDA
$4.45T
| $336K | 0.28% |
2,125
-600
|
|
||
52
Avista
AVA
$3.13B
| $307K | 0.25% |
8,099
|
|
||
53
Pfizer
PFE
$140B
| $303K | 0.25% |
12,506
|
|
||
54
Dimensional US Small Cap ETF
DFAS
$11.3B
| $300K | 0.25% |
4,704
|
|
||
55
SPDR S&P Dividend ETF
SDY
$20.3B
| $280K | 0.23% |
2,065
|
|
||
56
Tesla
TSLA
$1.49T
| $275K | 0.23% |
865
-250
|
|
||
57
Schwab US TIPS ETF
SCHP
$14.4B
| $275K | 0.23% |
10,296
|
|
||
58
iShares MSCI EAFE ETF
EFA
$68.5B
| $265K | 0.22% |
2,965
-175
|
|
||
59
iShares Core MSCI EAFE ETF
IEFA
$158B
| $262K | 0.22% |
3,137
|
|
||
60
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $250K | 0.21% |
5,233
+1,003
|
|
||
61
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.88B
| $243K | 0.2% |
1,810
|
|
||
62
Bank of Montreal
BMO
$90.1B
| $230K | 0.19% |
+2,080
|
|
||
63
Home Depot
HD
$388B
| $230K | 0.19% |
626
|
|
||
64
Abbott
ABT
$225B
| $213K | 0.18% |
1,567
|
|
||
|
LOAN
65
Manhattan Bridge Capital
LOAN
$59.7M
| – | – |
-290,280
|
|