Scott Ela Portfolio
Invests via Avant Financial Advisors LLC | Managed by Scott Ela
Invests via Avant Financial Advisors LLC
Managed by Scott Ela
Automatically Tracked
Seasoned investor and operator with a focus on growth-stage enterprise software, fintech and fintech-adjacent businesses, known for partnering with management teams to scale revenue and operations. Scott Ela brings experience across venture and private-capital investing, portfolio company board service, and hands-on operating roles, emphasizing go-to-market acceleration, capital strategy and talent hiring. Background includes cross-border deal experience and sector-specialist diligence.
Seasoned investor and operator with a focus on growth-stage enterprise software, fintech and fintech-adjacent businesses, known for partnering with management teams to scale revenue and operations. Scott Ela brings experience across venture and private-capital investing, portfolio company board service, and hands-on operating roles, emphasizing go-to-market acceleration, capital strategy and talent hiring. Background includes cross-border deal experience and sector-specialist diligence.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software and fintech companies, deploying patient growth capital and hands-on board-level support to accelerate GTM, scale operations and optimize capital strategy. Prefers sector-specialist, diligence-driven opportunities where unit economics, repeatable sales motion and talent gaps are addressable. Investment horizon centers on multi-year value creation through revenue scaling and operational improvements; risk managed via KPIs, staged capital deployment and active recruiting and cross-border market expansion playbooks.
Focuses on growth-stage enterprise software and fintech companies, deploying patient growth capital and hands-on board-level support to accelerate GTM, scale operations and optimize capital strategy. Prefers sector-specialist, diligence-driven opportunities where unit economics, repeatable sales motion and talent gaps are addressable. Investment horizon centers on multi-year value creation through revenue scaling and operational improvements; risk managed via KPIs, staged capital deployment and active recruiting and cross-border market expansion playbooks.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.54%
Gain
Monthly
0.03%
Yearly
0.35%
Drawdown
22.2%
$160.14M
Equity
Holdings
$160.14M
Investment
$130.89M
$29.86M
Profit -$683,136.48
Realized
$601,303.39
Unrealized
$29.26M
Dividends
$4.57M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$683,136.48
Win %
65%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$767,947.73
Win %
65%
This Month
Compared to last month
Gain
-0.28%
Profit
-$455,618.96
Win %
65%
This Year
Compared to last year
Gain
-0.25%
Profit
-$406,214.12
Win %
68%
CSCO Cisco Systems, Inc.
+2.31%
+$5,578.65 
NET Cloudflare Inc.
+1.41%
+$5,951.98 
MCK McKesson Corporation
+0.98%
+$5,044.7 
BMO Bank of Montreal
+0.8%
+$6,094.4 
REET iShares Global REIT ETF
+0.4%
+$2,035.73 
DFGR Dimensional Global Real Estate ETF
+0.4%
+$10,340.88 
AVRE Avantis Real Estate ETF
+0.38%
+$3,259.7 
SCHP Schwab U.S. TIPS ETF
+0.25%
+$788 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$7,079.72 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$795.86 
PFE Pfizer Inc.
+0.14%
+$437.71 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$1,007.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.12%
+$5,331.02 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$3,693.58 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$281.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$226.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$323.98 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,498.35 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$56.47 
BNDX Vanguard Total International Bond ETF
+0.01%
+$382.64 
IAGG iShares International Aggregate Bond Fund
+0.01%
+$23.39 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
-$13.39 
META Meta Platforms Inc Class A
-4.76%
-$19,841.42 
MSFT Microsoft Corp.
-2.11%
-$31,224.35 
TSLA Tesla, Inc.
-2.07%
-$8,025.28 
MELI MercadoLibre, Inc.
-2.05%
-$7,075.44 
GOOGL Alphabet Inc
-1.92%
-$7,692.97 
FIS Fidelity National Information Services, Inc.
-1.76%
-$9,936.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$35,542.64 
SCHE Schwab Emerging Markets Equity ETF
-1.48%
-$11,809.99 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.15%
-$60,302.44 
NVDA NVIDIA Corporation
-1.09%
-$4,568.63 
AVDV Avantis International Small Cap Value ETF
-1.04%
-$64,953.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.99%
-$2,362.85 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$6,183.81 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.87%
-$14,281.92 
DFSV Dimensional US Small Cap Value ETF
-0.81%
-$117,577.2 
HD The Home Depot, Inc.
-0.79%
-$1,911.98 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$1,742.4 
DFAT Dimensional US Targeted Value ETF
-0.66%
-$19,810.03 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$28,476.1 
AVEM Avantis Emerging Markets Equity ETF
-0.57%
-$47,550.66 
DFAS Dimensional U.S. Small Cap ETF
-0.56%
-$2,163.84 
AVGO Broadcom Inc.
-0.52%
-$1,338.59 
IWV ISHARES RUSSELL 3000 ETF
-0.52%
-$14,948.44 
IVV iShares Core S&P 500 ETF
-0.51%
-$4,750.76 
IWB iShares Russell 1000 ETF
-0.51%
-$3,614.43 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$30,006.67 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$4,288.06 
DISV Dimensional International Small Cap Equity Fund
-0.48%
-$26,799.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$76,180.66 
AMZN Amazon.com Inc
-0.48%
-$6,711.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$3,349.98 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.44%
-$6,894.03 
AVDE Avantis International Equity ETF
-0.4%
-$7,799.76 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$1,176.37 
LRCX Lam Research Corporation
-0.37%
-$689.12 
AVUS Avantis U.S. Equity ETF
-0.36%
-$6,855.96 
AAPL Apple Inc.
-0.31%
-$10,748.87 
EFA iShares MSCI EAFE ETF
-0.29%
-$760.5 
AVA Avista Corp.
-0.28%
-$971.88 
DFIC Dimensional International Core Equity Market ETF
-0.28%
-$11,793.08 
AMD Advanced Micro Devices, Inc.
-0.15%
-$526.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$14,733.44 
SCHF Schwab International Equity ETF
-0.11%
-$1,487.36 
SDY SPDR S&P Dividend ETF
-0.09%
-$289.1 
MUB iShares National Muni Bond ETF
-0.07%
-$2,987.53 
DFIV Dimensional International Value ETF
-0.04%
-$502 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$350.67 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 225/332 67% | Profit Factor 24.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,189.39 |
| Average Win $138,259.02 | Best Trade (Jul 10) $4.08M | Sharpe Ratio -12.21 |
| Average Loss -$11,661.29 | Worst Trade (Jul 10) -$269,487.81 | Z-Score 5.09 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $89,941.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
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Returns
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