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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
$1.4B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$16.5M
3
+$7.36M
4
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$5.75M
5
ARTY
iShares Future AI & Tech ETF
ARTY
+$1.96M

Top Sells

1
+$30.6M
2
+$28.4M
3
+$20.3M
4
META icon
Meta Platforms (Facebook)
META
+$16.5M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$7.16M

Sector Composition

1 Technology 28.2%
2 Communication Services 14.17%
3 Consumer Discretionary 5.96%
4 Financials 4.8%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$275K 0.02%
6,160
+1,006
377
$272K 0.02%
3,546
-167
378
$270K 0.02%
477
-8
379
$268K 0.02%
+979
380
$266K 0.02%
3,581
-837
381
$266K 0.02%
+8,338
382
$259K 0.02%
+1,652
383
$258K 0.02%
5,127
+151
384
$256K 0.02%
+4,408
385
$255K 0.02%
1,324
-966
386
$253K 0.02%
4,557
-610
387
$247K 0.02%
+4,996
388
$247K 0.02%
2,155
-2,018
389
$244K 0.02%
1,019
-127
390
$242K 0.02%
8,559
-1,903
391
$240K 0.02%
+5,091
392
$237K 0.02%
2,114
-181
393
$233K 0.02%
1,636
394
$232K 0.02%
+2,028
395
$231K 0.02%
+1,252
396
$226K 0.02%
876
-212
397
$225K 0.02%
1,425
-421
398
$221K 0.02%
1,844
+2
399
$211K 0.02%
+1,773
400
$209K 0.01%
6,721
14 15
16
17 18