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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 $159,622,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 111,064 $10,619,911 6.65%
2.
Schwab Strategic Trust
 SCHD 289,514 $9,180,477 5.75%
3.
Ishares Trust
 HYG 23,786 $8,154,698 5.11%
4.
Vanguard Index Fds - VALUE ETF
 36,131 $7,874,099 4.93%
5.
Schwab Strategic Trust
 SCHD 207,434 $7,220,775 4.52%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.