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
301
$263K 0.03%
+3,018
302
$262K 0.03%
393
+44
303
$261K 0.03%
3,893
-12,120
304
$260K 0.03%
4,105
-135
305
$260K 0.03%
3,994
-84,776
306
$259K 0.03%
+4,781
307
$257K 0.03%
12,108
308
$257K 0.03%
1,606
309
$255K 0.03%
2,428
+293
310
$252K 0.03%
4,982
+673
311
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+3,696
312
$251K 0.03%
4,792
+957
313
$247K 0.03%
12,462
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314
$245K 0.03%
+3,852
315
$244K 0.03%
+2,451
316
$243K 0.03%
5,319
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317
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4,162
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318
$234K 0.03%
1,448
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319
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+5,339
320
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4,875
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321
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1,000
322
$227K 0.03%
1,535
323
$226K 0.03%
2,918
+71
324
$224K 0.03%
13,118
325
$223K 0.03%
+3,976
11 12
13
14 15