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
$158M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.29M
4
CHIC
Global X MSCI China Communication Services ETF
CHIC
+$1.27M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$597K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
AAPL icon
Apple
AAPL
+$489K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$354K

Sector Composition

1 Technology 13.1%
2 Consumer Staples 7.62%
3 Consumer Discretionary 5.74%
4 Healthcare 4.37%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70K 0.04%
1,362
252
$69K 0.04%
7,479
-57
253
$69K 0.04%
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-9
254
$69K 0.04%
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255
$69K 0.04%
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256
$68K 0.04%
713
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257
$68K 0.04%
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258
$67K 0.04%
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$67K 0.04%
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260
$67K 0.04%
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261
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457
262
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2,000
263
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264
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265
$63K 0.04%
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267
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268
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271
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1,252
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272
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273
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274
$58K 0.04%
799
+354
275
$58K 0.04%
1,093
9 10
11
12 13