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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
$158M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.85M
3
+$1.34M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.19M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.08M

Top Sells

1
+$9.16M
2
+$2.79M
3
+$2.23M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.55M
5
PSCE icon
Invesco S&P SmallCap Energy ETF
PSCE
+$905K

Sector Composition

1 Technology 12.95%
2 Financials 7.88%
3 Consumer Staples 6.75%
4 Consumer Discretionary 5.64%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
236
+194
552
$6K ﹤0.01%
310
+40
553
$6K ﹤0.01%
113
+11
554
$6K ﹤0.01%
311
555
$6K ﹤0.01%
242
+7
556
$5K ﹤0.01%
44
-14
557
$5K ﹤0.01%
640
+150
558
$5K ﹤0.01%
134
559
$5K ﹤0.01%
221
+66
560
$5K ﹤0.01%
58
+33
561
$5K ﹤0.01%
630
+149
562
$5K ﹤0.01%
38
563
$5K ﹤0.01%
219
+36
564
$5K ﹤0.01%
85
+35
565
$5K ﹤0.01%
310
+208
566
$5K ﹤0.01%
70
-8
567
$5K ﹤0.01%
407
+103
568
$5K ﹤0.01%
65
569
$5K ﹤0.01%
66
+11
570
$5K ﹤0.01%
62
571
$5K ﹤0.01%
411
+275
572
$5K ﹤0.01%
37
+3
573
$5K ﹤0.01%
59
-6
574
$5K ﹤0.01%
76
575
$5K ﹤0.01%
821
+226
21 22
23
24 25