Avant Capital LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Avant Capital LLC, 87% allocated to ETF.
- Top Sector
- ETF (87%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 3
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
17 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- -
- Persistent Holdings Weight
- -
- Persistent Positions
- 0
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.21%
- Avg. Position Weight
- 1.27%
- Largest Position
WisdomTree Trust WisdomTree U.S. Quality Dividend Growth FundDGRW - 6.51%
Historical (Since Q4 2021)
- Avg. New Position
- 1.34%
- Largest Position
Schwab US Dividend Equity ETFSCHD - 8.37% (Q3 2022)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 2.4%
- Value Traded
- $3.42M
- Positions Added
- 10
- Positions Exited
- 2
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 6.7%
- Avg. Positions Added
- 7
- Avg. Positions Exited
- 2
- Highest Turnover
- 50.0%Q4 2021
- Lowest Turnover
- 1.3%Q2 2022