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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
$904M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.93M
3
+$3.81M
4
MSFT icon
Microsoft
MSFT
+$3.07M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Top Sells

1
+$14M
2
+$8.04M
3
+$7.9M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$6.31M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$4.36M

Sector Composition

1 Technology 20.4%
2 Communication Services 12.67%
3 Consumer Discretionary 5.37%
4 Healthcare 4.14%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
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