AC
Avestar Capital Portfolio holdings
AUM
$1.45B
1-Year Est. Return
28.02%
This Fund
S&P 500
1 Year Est. Return
+28.02%
AUM
$1.45B
AUM Growth
+$56.5M
(+4%)
Holding
453
Top Buys
| 1 | +$8.43M | |
| 2 | +$6.05M | |
| 3 | +$5.07M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.09M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$2.69M |
Top Sells
| 1 | +$7.49M | |
| 2 | +$6.66M | |
| 3 | +$4.35M | |
| 4 |
ServiceNow
NOW
|
+$2.73M |
| 5 |
BNY Mellon Ultra Short Income ETF
BKUI
|
+$2.31M |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Communication Services | 16.1% |
| 3 | Consumer Discretionary | 5.81% |
| 4 | Financials | 4.58% |
| 5 | Healthcare | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Hewlett Packard
HPE
$29.3B
| – | – |
-11,909
|
|
||
452
Interactive Brokers
IBKR
$30.6B
| – | – |
-2,920
|
|
||
453
L3Harris
LHX
$68.2B
| – | – |
-1,585
|
|