AC
Avestar Capital Portfolio holdings
AUM
$1.37B
1-Year Est. Return
19.87%
1 Year Est. Return
+19.87%
AUM
$1.05B
AUM Growth
-$50.4M
(-4.6%)
Holding
488
Top Buys
| 1 | +$18.1M | |
| 2 | +$9.57M | |
| 3 | +$6.42M | |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
+$4.42M |
| 5 |
State Street Ultra Short Term Bond ETF
ULST
|
+$4.2M |
Top Sells
| 1 | +$6.3M | |
| 2 | +$5.57M | |
| 3 | +$2.37M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.34M |
| 5 |
Tesla
TSLA
|
+$1.99M |
Sector Composition
| 1 | Technology | 24.4% |
| 2 | Communication Services | 13.11% |
| 3 | Consumer Discretionary | 5.82% |
| 4 | Financials | 5.29% |
| 5 | Healthcare | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Vulcan Materials
VMC
$38.3B
| – | – |
-804
|
|
||
477
Vanguard Mid-Cap ETF
VO
$88B
| – | – |
-1,417
|
|
||
478
Verisk Analytics
VRSK
$30.5B
| – | – |
-1,022
|
|
||
479
Technology Select Sector SPDR Fund
XLK
$98.9B
| – | – |
-981
|
|
||
480
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-1,105
|
|
||
481
Direxion Daily Concentrated Qs Bull 2X Shares
QQQU
$118M
| – | – |
-14,878
|
|
||
|
XYZ
482
Block Inc
XYZ
$46.3B
| – | – |
-2,631
|
|
||
483
Deckers Outdoor
DECK
$12.1B
| – | – |
-1,004
|
|
||
484
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$359M
| – | – |
-108,624
|
|
||
485
D.R. Horton
DHI
$43.9B
| – | – |
-1,648
|
|
||
486
Healthpeak Properties
DOC
$12.5B
| – | – |
-10,855
|
|
||
487
Dow Inc
DOW
$17B
| – | – |
-6,822
|
|
||
488
Electronic Arts
EA
$49.9B
| – | – |
-1,572
|
|