AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

1 +$17.8M
2 +$16.4M
3 +$13.7M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$9.08M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.77M

Sector Composition

1 Technology 16.42%
2 Communication Services 10.83%
3 Consumer Discretionary 4.63%
4 Financials 3.41%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-13,846
327
-11,128