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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
526
$6K ﹤0.01%
+99
527
$6K ﹤0.01%
+164
528
$6K ﹤0.01%
+202
529
$6K ﹤0.01%
+408
530
$6K ﹤0.01%
+184
531
$6K ﹤0.01%
+241
532
$6K ﹤0.01%
+59
533
$6K ﹤0.01%
+160
534
$6K ﹤0.01%
+104
535
$6K ﹤0.01%
+355
536
$6K ﹤0.01%
+111
537
$6K ﹤0.01%
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538
$6K ﹤0.01%
+36
539
$6K ﹤0.01%
+127
540
$6K ﹤0.01%
+302
541
$5K ﹤0.01%
+33
542
$5K ﹤0.01%
+8
543
$5K ﹤0.01%
+124
544
$5K ﹤0.01%
+160
545
$5K ﹤0.01%
+105
546
$5K ﹤0.01%
+63
547
$5K ﹤0.01%
+84
548
$5K ﹤0.01%
+1,619
549
$5K ﹤0.01%
+148
550
$5K ﹤0.01%
+265