AFA

Avant Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$483K
3
+$414K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$386K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$305K

Top Sells

1
+$2.14M
2
+$563K
3
+$70.5K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$62.3K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$52.1K

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
$397K 0.3%
8,237
+3,004
52
$397K 0.3%
2,126
+1
53
$385K 0.29%
865
54
$322K 0.24%
4,704
55
$319K 0.24%
12,506
56
$306K 0.23%
8,099
57
$289K 0.22%
2,065
58
$280K 0.21%
10,386
+90
59
$277K 0.21%
2,965
60
$274K 0.21%
3,137
61
$271K 0.2%
2,080
62
$254K 0.19%
626
63
$247K 0.19%
1,730
-80
64
$221K 0.17%
+670
65
$210K 0.16%
1,567
1 2
3