AC
Avestar Capital Portfolio holdings
AUM
$1.37B
1-Year Return
19.87%
This Quarter Return
+15.72%
1 Year Return
+19.87%
3 Year Return
+72.2%
5 Year Return
+112.69%
10 Year Return
–
AUM
$1.37B
AUM Growth
+$318M
(+30%)
Cap. Flow
+$177M
Cap. Flow
% of AUM
12.93%
Top 10 Holdings %
Top 10 Hldgs %
41.02%
Holding
466
New
41
Increased
235
Reduced
129
Closed
29
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$27.7M |
| 2 |
Meta Platforms (Facebook)
META
|
+$14.1M |
| 3 |
Franklin FTSE Japan ETF
FLJP
|
+$10.3M |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$10M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$9.78M |
Top Sells
Sector Composition
| 1 | Technology | 25.52% |
| 2 | Communication Services | 15.22% |
| 3 | Consumer Discretionary | 5.81% |
| 4 | Financials | 4.87% |
| 5 | Healthcare | 3.07% |
