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Home > Institutional Investor > Avant Capital Llc > Profile

Instuitional Investor - Avant Capital Llc

Fund Profile
Filing Period:
Fund Name: Avant Capital Llc
Portfolio Value $142,214,739
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 111,860 $9,825,784 6.91%
2.
Schwab Strategic Trust
 SCHD 294,028 $9,020,794 6.34%
3.
Vanguard Index Fds - VALUE ETF
 36,092 $7,081,344 4.98%
4.
Ishares Tr - MSCI USA MIN VOL
 72,021 $6,679,237 4.7%
5.
Schwab Strategic Trust
 SCHD 206,905 $6,310,590 4.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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