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
276
$283K 0.03%
3,138
-1,966
277
$282K 0.03%
7,837
278
$282K 0.03%
+1,362
279
$281K 0.03%
2,760
+325
280
$281K 0.03%
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281
$281K 0.03%
2,281
+445
282
$278K 0.03%
752
-64
283
$274K 0.03%
1,318
+103
284
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+4,831
285
$274K 0.03%
735
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286
$273K 0.03%
1,565
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287
$272K 0.03%
1,142
+129
288
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340
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289
$271K 0.03%
3,193
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290
$271K 0.03%
1,556
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291
$270K 0.03%
+1,879
292
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1,241
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293
$269K 0.03%
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+1,026
294
$267K 0.03%
916
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295
$267K 0.03%
4,582
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296
$267K 0.03%
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297
$267K 0.03%
869
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298
$267K 0.03%
+11,229
299
$266K 0.03%
18,004
300
$264K 0.03%
1,694
-40
10 11
12
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