AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.64%
2 Communication Services 7.45%
3 Consumer Discretionary 6.63%
4 Healthcare 5.02%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-49,555
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254
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255
-5,372
256
-5,030
257
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258
-144,041
259
0
260
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261
-6,061
262
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263
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264
-3,550
265
-17,866
266
-13,733
267
-934
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-307
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-541
270
-4,952
271
-3,802
272
-3,984
273
-1,065
274
-45,747
275
-13,567