Instuitional Investor - Avantra Family Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Avantra Family Wealth, Inc.
Portfolio Value $133,634,828
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 28,398 $7,230,943 5.41%
2. NVDA 32,053 $5,980,434 4.48%
3. MSFT 10,757 $5,571,635 4.17%
4.
First Tr Exchng Traded Fd Vi
102,631 $3,990,293 2.99%
5. AMZN 17,659 $3,877,457 2.9%