AC
Avestar Capital Portfolio holdings
AUM
$1.37B
This Quarter Return
+5.47%
1 Year Return
+19.87%
3 Year Return
+72.2%
5 Year Return
+112.69%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
(+20%)
Cap. Flow
+$171M
Cap. Flow
% of AUM
15.56%
Top 10 Holdings %
Top 10 Hldgs %
39.65%
Holding
497
New
67
Increased
292
Reduced
84
Closed
25
Top Buys
| 1 |
NVIDIA
NVDA
|
$72.8M |
| 2 |
Arista Networks
ANET
|
$15.8M |
| 3 |
BNY Mellon Ultra Short Income ETF
BKUI
|
$15.6M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$7.99M |
| 5 |
iShares US Digital Infrastructure and Real Estate ETF
IDGT
|
$6.57M |
Top Sells
Sector Composition
| 1 | Technology | 27% |
| 2 | Communication Services | 13.14% |
| 3 | Consumer Discretionary | 6.67% |
| 4 | Financials | 4.56% |
| 5 | Healthcare | 3.57% |
