AFA
Avant Financial Advisors Portfolio holdings
AUM
$121M
1 Year Est. Return
–
AUM
$110M
AUM Growth
+$1.41M
(+1.3%)
Holding
65
Top Buys
| 1 | +$603K | |
| 2 | +$508K | |
| 3 | +$322K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$319K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$317K |
Top Sells
| 1 | +$262K | |
| 2 | +$202K | |
| 3 | +$191K | |
| 4 |
Apple
AAPL
|
+$164K |
| 5 |
NVIDIA
NVDA
|
+$137K |
Sector Composition
| 1 | Technology | 5.7% |
| 2 | Consumer Discretionary | 1.75% |
| 3 | Healthcare | 1.09% |
| 4 | Communication Services | 0.41% |
| 5 | Utilities | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pfizer
PFE
$140B
| $317K | 0.29% |
12,506
|
|
||
|
52
NVIDIA
NVDA
$4.45T
| $295K | 0.27% |
2,725
-1,265
|
|
||
|
LOAN
53
Manhattan Bridge Capital
LOAN
$60.1M
| $290K | 0.26% |
290,280
|
|
||
54
Tesla
TSLA
$1.49T
| $289K | 0.26% |
1,115
-170
|
|
||
55
Dimensional US Small Cap ETF
DFAS
$11.4B
| $281K | 0.25% |
4,704
|
|
||
56
SPDR S&P Dividend ETF
SDY
$20.3B
| $280K | 0.25% |
2,065
|
|
||
57
Schwab US TIPS ETF
SCHP
$14.4B
| $277K | 0.25% |
10,296
|
|
||
58
Cloudflare
NET
$74.2B
| $270K | 0.25% |
2,400
|
|
||
59
iShares MSCI EAFE ETF
EFA
$68.7B
| $257K | 0.23% |
3,140
-160
|
|
||
60
iShares Core MSCI EAFE ETF
IEFA
$158B
| $237K | 0.22% |
3,137
+34
|
|
||
61
Home Depot
HD
$387B
| $229K | 0.21% |
626
+15
|
|
||
62
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.91B
| $209K | 0.19% |
1,810
-130
|
|
||
63
Abbott
ABT
$225B
| $208K | 0.19% |
+1,567
|
|
||
64
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| $201K | 0.18% |
4,230
|
|
||
65
Bank of Montreal
BMO
$90.1B
| – | – |
-2,080
|
|