We are live on ! Find out more
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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.99M
3
+$9.65M
4
AAPL icon
Apple
AAPL
+$8.67M
5
PG icon
Procter & Gamble
PG
+$8.57M

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%
+138
452
$10K 0.01%
+276
453
$10K 0.01%
+134
454
$10K 0.01%
+200
455
$9K 0.01%
+213
456
$9K 0.01%
+158
457
$9K 0.01%
+164
458
$9K 0.01%
+171
459
$9K 0.01%
+101
460
$9K 0.01%
+415
461
$9K 0.01%
+157
462
$9K 0.01%
+224
463
$9K 0.01%
+175
464
$9K 0.01%
+524
465
$9K 0.01%
+299
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%
+68
473
$8K 0.01%
+99
474
$8K 0.01%
+47
475
$8K 0.01%
+134
17 18
19
20 21