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
551
$5K ﹤0.01%
+210
552
$5K ﹤0.01%
+167
553
$5K ﹤0.01%
+750
554
$5K ﹤0.01%
+348
555
$5K ﹤0.01%
+1,619
556
$5K ﹤0.01%
+148
557
$5K ﹤0.01%
+132
558
$5K ﹤0.01%
+314
559
$5K ﹤0.01%
+65
560
$5K ﹤0.01%
+69
561
$5K ﹤0.01%
+93
562
$5K ﹤0.01%
+65
563
$5K ﹤0.01%
+63
564
$5K ﹤0.01%
+84
565
$4K ﹤0.01%
+111
566
$4K ﹤0.01%
+375
567
$4K ﹤0.01%
+56
568
$4K ﹤0.01%
+35
569
$4K ﹤0.01%
+53
570
$4K ﹤0.01%
+124
571
$4K ﹤0.01%
+41
572
$4K ﹤0.01%
+576
573
$4K ﹤0.01%
+70
574
$4K ﹤0.01%
+324
575
$4K ﹤0.01%
+32