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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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.29M
3
+$2.11M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.85M

Top Sells

1
+$3.84M
2
+$3.36M
3
+$1.44M
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$1.43M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 13.07%
2 Consumer Staples 6.44%
3 Financials 5.94%
4 Consumer Discretionary 5.84%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K 0.01%
200
452
$11K 0.01%
196
+8
453
$11K 0.01%
152
454
$11K 0.01%
113
455
$11K 0.01%
248
-15
456
$11K 0.01%
241
457
$10K 0.01%
40
458
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459
$10K 0.01%
101
460
$10K 0.01%
389
461
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385
-250
462
$10K 0.01%
129
-31
463
$10K 0.01%
276
-86
464
$10K 0.01%
207
-1,059
465
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80
466
$10K 0.01%
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467
$10K 0.01%
147
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468
$10K 0.01%
77
469
$10K 0.01%
290
470
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74
473
$10K 0.01%
59
474
$10K 0.01%
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475
$9K 0.01%
65
+7
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19
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