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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.3M
3
+$10.2M
4
PG icon
Procter & Gamble
PG
+$8.75M
5
AAPL icon
Apple
AAPL
+$8.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.73%
2 Financials 13.83%
3 Consumer Staples 8.75%
4 Consumer Discretionary 5.29%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K 0.01%
+157
452
$10K 0.01%
+138
453
$10K 0.01%
+276
454
$10K 0.01%
+326
455
$9K 0.01%
+164
456
$9K 0.01%
+171
457
$9K 0.01%
+101
458
$9K 0.01%
+415
459
$9K 0.01%
+157
460
$9K 0.01%
+224
461
$9K 0.01%
+175
462
$9K 0.01%
+524
463
$9K 0.01%
+299
464
$9K 0.01%
+213
465
$9K 0.01%
+158
466
$9K 0.01%
+61
467
$9K 0.01%
+240
468
$9K 0.01%
+231
469
$9K 0.01%
+235
470
$9K 0.01%
+237
471
$9K 0.01%
+174
472
$8K 0.01%
+123
473
$8K 0.01%
+1,110
474
$8K 0.01%
+594
475
$8K 0.01%
+68
17 18
19
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