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
$303M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.08M
3
+$8.03M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$7.44M
5
GLD icon
SPDR Gold Trust
GLD
+$5.04M

Top Sells

1
+$2.38M
2
+$2.36M
3
+$1.93M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.58M

Sector Composition

1 Technology 19.59%
2 Consumer Discretionary 9.66%
3 Communication Services 7.07%
4 Financials 4%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
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