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
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$1.71M
3 +$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$8K 0.01%
195
+149
502
$8K 0.01%
28
-4
503
$8K 0.01%
94
-14
504
$8K 0.01%
262
505
$8K 0.01%
142
+116
506
$8K 0.01%
2,664
507
$8K 0.01%
58
508
$8K 0.01%
1,244
509
$8K 0.01%
1,274
510
$8K 0.01%
235
511
$8K 0.01%
90
512
$8K 0.01%
197
513
$8K 0.01%
138
-1,317
514
$8K 0.01%
62
515
$8K 0.01%
321
516
$7K ﹤0.01%
106
-3
517
$7K ﹤0.01%
80
518
$7K ﹤0.01%
196
+9
519
$7K ﹤0.01%
188
520
$7K ﹤0.01%
167
521
$7K ﹤0.01%
300
+60
522
$7K ﹤0.01%
50
523
$7K ﹤0.01%
49
524
$7K ﹤0.01%
222
525
$7K ﹤0.01%
292