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
$547M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.08M
3
+$7.88M
4
MRVL icon
Marvell Technology
MRVL
+$2.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.46M

Top Sells

1
+$5.52M
2
+$4.12M
3
+$4.09M
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$3.99M
5
BLCN icon
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
+$3.83M

Sector Composition

1 Technology 21.37%
2 Communication Services 9.81%
3 Consumer Discretionary 9.41%
4 Healthcare 4.93%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 0.56%
15,036
+330
27
$4.57M 0.56%
69,382
-1,371
28
$4.39M 0.54%
55,076
+5,731
29
$4.39M 0.54%
84,051
+3,690
30
$4.27M 0.52%
74,874
+162
31
$4.26M 0.52%
7,076
+1,453
32
$3.88M 0.47%
105,364
+3,863
33
$3.7M 0.45%
125,820
+5,830
34
$3.58M 0.44%
70,366
-2
35
$3.51M 0.43%
34,605
-329
36
$3.46M 0.42%
246,217
+27,175
37
$3.31M 0.4%
7,983
+927
38
$3.1M 0.38%
28,618
-3,258
39
$3.04M 0.37%
34,770
+29,544
40
$3.04M 0.37%
54,094
+1,772
41
$2.51M 0.31%
17,300
+1,600
42
$2.45M 0.3%
8,200
+1,036
43
$2.36M 0.29%
8,074
+13
44
$2.3M 0.28%
20,466
-1,509
45
$2.29M 0.28%
63,740
-36
46
$2.25M 0.27%
26,557
+2,495
47
$2.23M 0.27%
5,697
+387
48
$2.13M 0.26%
84,134
+3,103
49
$2.11M 0.26%
85,123
+2,905
50
$2.1M 0.26%
85,698
+3,237
1
2
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