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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.3M
3
+$10.2M
4
PG icon
Procter & Gamble
PG
+$8.75M
5
AAPL icon
Apple
AAPL
+$8.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.73%
2 Financials 13.83%
3 Consumer Staples 8.75%
4 Consumer Discretionary 5.29%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
+167
377
$16K 0.01%
+165
378
$16K 0.01%
+456
379
$16K 0.01%
+922
380
$15K 0.01%
+166
381
$15K 0.01%
+359
382
$15K 0.01%
+700
383
$15K 0.01%
+500
384
$15K 0.01%
+228
385
$15K 0.01%
+50
386
$15K 0.01%
+357
387
$15K 0.01%
+202
388
$15K 0.01%
+347
389
$14K 0.01%
+504
390
$14K 0.01%
+700
391
$14K 0.01%
+380
392
$14K 0.01%
+99
393
$14K 0.01%
+320
394
$14K 0.01%
+425
395
$14K 0.01%
+364
396
$14K 0.01%
+258
397
$14K 0.01%
+669
398
$14K 0.01%
+473
399
$14K 0.01%
+181
400
$13K 0.01%
+125
14 15
16
17 18