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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
601
$4K ﹤0.01%
23
+20
602
$4K ﹤0.01%
737
+266
603
$4K ﹤0.01%
167
604
$4K ﹤0.01%
526
+116
605
$4K ﹤0.01%
378
+53
606
$4K ﹤0.01%
8
607
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184
+21
608
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330
+41
609
$4K ﹤0.01%
+150
610
$4K ﹤0.01%
205
611
$4K ﹤0.01%
246
+76
612
$4K ﹤0.01%
239
+94
613
$4K ﹤0.01%
94
614
$4K ﹤0.01%
111
615
$4K ﹤0.01%
61
+5
616
$4K ﹤0.01%
38
617
$4K ﹤0.01%
622
+45
618
$4K ﹤0.01%
200
619
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250
620
$4K ﹤0.01%
122
+8
621
$4K ﹤0.01%
91
+12
622
$4K ﹤0.01%
21
+9
623
$4K ﹤0.01%
408
+138
624
$4K ﹤0.01%
45
625
$4K ﹤0.01%
39
+9
23 24
25
26 27