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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
$520M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.08M
3
+$5.46M
4
SECT icon
Main Sector Rotation ETF
SECT
+$5.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.98M

Top Sells

1
+$12.2M
2
+$11.7M
3
+$8.86M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.59M
5
GLD icon
SPDR Gold Trust
GLD
+$6.12M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 10.5%
3 Communication Services 7.5%
4 Financials 5.21%
5 Healthcare 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-4,534
402
– –
-5,150
403
– –
-5,496
404
– –
-4,520
405
– –
-1,271
406
– –
-8,418
407
– –
0
408
– –
-5,282
409
– –
-6,359
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