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
251
$342K 0.04%
1,733
+158
252
$337K 0.04%
7,926
-89,995
253
$337K 0.04%
8,618
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254
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255
$336K 0.04%
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256
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257
$324K 0.04%
37,500
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258
$322K 0.04%
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259
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260
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261
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262
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263
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6,000
264
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+3,641
265
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266
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267
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268
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269
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270
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3,400
271
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1,477
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272
$284K 0.03%
5,034
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273
$284K 0.03%
4,623
+587
274
$284K 0.03%
4,174
+559
275
$283K 0.03%
6,812
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9 10
11
12 13