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
$547M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.08M
3
+$7.88M
4
MRVL icon
Marvell Technology
MRVL
+$2.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.46M

Top Sells

1
+$5.52M
2
+$4.12M
3
+$4.09M
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$3.99M
5
BLCN icon
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
+$3.83M

Sector Composition

1 Technology 21.37%
2 Communication Services 9.81%
3 Consumer Discretionary 9.41%
4 Healthcare 4.93%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$385K 0.05%
6,872
-18,490
227
$383K 0.05%
4,044
-661
228
$381K 0.05%
2,948
229
$376K 0.05%
7,039
+758
230
$375K 0.05%
2,659
+710
231
$373K 0.05%
+6,002
232
$373K 0.05%
1,193
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233
$366K 0.04%
4,027
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234
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235
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7,006
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236
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237
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238
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3,858
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239
$358K 0.04%
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240
$358K 0.04%
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241
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242
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57,000
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243
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+1,106
244
$354K 0.04%
530
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245
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14,275
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246
$352K 0.04%
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247
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7,045
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248
$348K 0.04%
6,716
+1,301
249
$345K 0.04%
2,903
-558
250
$344K 0.04%
1,604
+179
8 9
10
11 12