AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$4.12M
3 +$4.09M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.82M

Top Sells

1 +$4.84M
2 +$4.17M
3 +$4M
4
RDN icon
Radian Group
RDN
+$3.89M
5
REET icon
iShares Global REIT ETF
REET
+$3.89M

Sector Composition

1 Technology 19.53%
2 Consumer Discretionary 10.56%
3 Communication Services 7.02%
4 Healthcare 5.01%
5 Financials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-65,909
402
0
403
-11,555
404
-177,571
405
0
406
-1,368