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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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.99M
3 +$9.65M
4
AAPL icon
Apple
AAPL
+$8.67M
5
PG icon
Procter & Gamble
PG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.73%
2 Financials 13.83%
3 Consumer Staples 8.75%
4 Consumer Discretionary 5.29%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K 0.01%
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502
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504
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506
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507
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508
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509
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510
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511
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512
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$6K ﹤0.01%
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$6K ﹤0.01%
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521
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523
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524
$6K ﹤0.01%
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525
$6K ﹤0.01%
+550