AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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 Buys

1 +$1.29M
2 +$1.23M
3 +$1.19M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.09M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$923K

Top Sells

1 +$1.95M
2 +$1.64M
3 +$1.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.3M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.16M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5K ﹤0.01%
269
577
$5K ﹤0.01%
1,801
578
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153
579
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581
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583
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40
+25
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592
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40
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153
-1,290
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+12
600
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52