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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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.29M
3
+$2.11M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.85M

Top Sells

1
+$3.84M
2
+$3.36M
3
+$1.44M
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$1.43M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 13.07%
2 Consumer Staples 6.44%
3 Financials 5.94%
4 Consumer Discretionary 5.84%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8K ﹤0.01%
268
+63
502
$8K ﹤0.01%
311
503
$7K ﹤0.01%
150
504
$7K ﹤0.01%
700
+60
505
$7K ﹤0.01%
532
+93
506
$7K ﹤0.01%
45
+5
507
$7K ﹤0.01%
8
508
$7K ﹤0.01%
90
509
$7K ﹤0.01%
175
510
$7K ﹤0.01%
275
+196
511
$7K ﹤0.01%
+50
512
$7K ﹤0.01%
222
513
$7K ﹤0.01%
292
514
$7K ﹤0.01%
138
+7
515
$7K ﹤0.01%
1,663
+1,479
516
$7K ﹤0.01%
544
+166
517
$7K ﹤0.01%
281
518
$7K ﹤0.01%
284
519
$7K ﹤0.01%
296
520
$6K ﹤0.01%
101
521
$6K ﹤0.01%
+53
522
$6K ﹤0.01%
+132
523
$6K ﹤0.01%
53
-57
524
$6K ﹤0.01%
256
+3
525
$6K ﹤0.01%
177
+8
19 20
21
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