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

Top Buys

1 +$12.6M
2 +$10.3M
3 +$10.2M
4
PG icon
Procter & Gamble
PG
+$8.75M
5
AAPL icon
Apple
AAPL
+$8.75M

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
526
$6K ﹤0.01%
+110
527
$6K ﹤0.01%
+132
528
$6K ﹤0.01%
+217
529
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530
$6K ﹤0.01%
+550
531
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532
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533
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534
$6K ﹤0.01%
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535
$6K ﹤0.01%
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536
$6K ﹤0.01%
+241
537
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538
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539
$6K ﹤0.01%
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540
$6K ﹤0.01%
+346
541
$5K ﹤0.01%
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542
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+8
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545
$5K ﹤0.01%
+1,894
546
$5K ﹤0.01%
+186
547
$5K ﹤0.01%
+68
548
$5K ﹤0.01%
+70
549
$5K ﹤0.01%
+160
550
$5K ﹤0.01%
+105