AFA

Avant Financial Advisors Portfolio holdings

AUM $121M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.58M
3
+$7.96M
4
AAPL icon
Apple
AAPL
+$4.5M
5
DFUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.3%
+12,506
52
$316K 0.29%
+186
53
$306K 0.28%
+4,704
54
$297K 0.27%
+8,099
55
$290K 0.27%
+290,280
56
$273K 0.25%
+2,065
57
$266K 0.24%
+10,296
58
$258K 0.24%
+2,400
59
$250K 0.23%
+3,300
60
$238K 0.22%
+611
61
$222K 0.2%
+1,940
62
$218K 0.2%
+3,103
63
$202K 0.19%
+2,080
64
$200K 0.18%
+4,230
1 2
3