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
$919M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.7M
3
+$2.15M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.75M
5
AAPL icon
Apple
AAPL
+$1.54M

Top Sells

1
+$7.94M
2
+$7.47M
3
+$7.31M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.83M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$6.44M

Sector Composition

1 Technology 21.43%
2 Communication Services 13.04%
3 Consumer Discretionary 5.96%
4 Financials 4.67%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$219K 0.02%
1,567
-436
402
$217K 0.02%
2,085
-29
403
$216K 0.02%
+2,365
404
$212K 0.02%
1,560
-168
405
$211K 0.02%
+868
406
$211K 0.02%
1,792
-221
407
$209K 0.02%
+2,300
408
$208K 0.02%
+3,189
409
$205K 0.02%
+5,067
410
$204K 0.02%
+5,724
411
$202K 0.02%
+1,363
412
$202K 0.02%
+1,067
413
$201K 0.02%
+3,810
414
$201K 0.02%
+2,951
415
$182K 0.02%
17,002
-532
416
$176K 0.02%
15,500
417
$143K 0.01%
13,575
-8,666
418
$119K 0.01%
11,000
419
$118K 0.01%
10,568
420
$115K 0.01%
14,582
421
$108K 0.01%
+13,109
422
$106K 0.01%
1,820
-2,100
423
$88.4K 0.01%
18,970
-9,500
424
$86.1K 0.01%
10,000
425
$85.9K 0.01%
+350
15 16
17
18 19