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AC

Avestar Capital Portfolio holdings

AUM $1.46B
1-Year Est. Return 31.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.18M
3
+$3.91M
4
REET icon
iShares Global REIT ETF
REET
+$3.9M
5
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$3.57M

Top Sells

1
+$4.52M
2
+$3.01M
3
+$2.73M
4
HERO icon
Global X Video Games & Esports ETF
HERO
+$2.67M
5
GLD icon
SPDR Gold Trust
GLD
+$2.65M

Sector Composition

1 Technology 18.98%
2 Consumer Discretionary 10.01%
3 Communication Services 6.93%
4 Financials 5.75%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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339
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-5,305
340
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341
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342
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344
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345
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