AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$1.71M
3 +$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$78K 0.05%
478
+222
227
$78K 0.05%
1,630
-106
228
$78K 0.05%
1,706
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229
$77K 0.05%
1,609
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230
$77K 0.05%
+2,500
231
$77K 0.05%
2,856
232
$77K 0.05%
2,436
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233
$77K 0.05%
817
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234
$76K 0.05%
1,698
+172
235
$75K 0.05%
985
-70
236
$75K 0.05%
2,547
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237
$73K 0.05%
2,860
-2,912
238
$72K 0.05%
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239
$72K 0.05%
1,250
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240
$71K 0.05%
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241
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687
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244
$69K 0.05%
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245
$69K 0.05%
920
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246
$68K 0.04%
1,362
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247
$68K 0.04%
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248
$67K 0.04%
12,057
-6,965
249
$67K 0.04%
420
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250
$66K 0.04%
+800