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
551
$6K ﹤0.01%
173
+32
552
$6K ﹤0.01%
137
+23
553
$6K ﹤0.01%
26
554
$6K ﹤0.01%
30,578
-2,570
555
$6K ﹤0.01%
205
556
$6K ﹤0.01%
56
+36
557
$6K ﹤0.01%
210
558
$6K ﹤0.01%
+10
559
$5K ﹤0.01%
73
560
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132
561
$5K ﹤0.01%
59
+42
562
$5K ﹤0.01%
27
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$5K ﹤0.01%
38
564
$5K ﹤0.01%
490
+104
565
$5K ﹤0.01%
45
-11,830
566
$5K ﹤0.01%
94
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567
$5K ﹤0.01%
121
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568
$5K ﹤0.01%
371
569
$5K ﹤0.01%
150
570
$5K ﹤0.01%
88
571
$5K ﹤0.01%
41
+20
572
$5K ﹤0.01%
290
573
$5K ﹤0.01%
+75
574
$5K ﹤0.01%
114
575
$5K ﹤0.01%
206
+29