AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.29M
4
CHIC
Global X MSCI China Communication Services ETF
CHIC
+$1.27M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$597K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
AAPL icon
Apple
AAPL
+$489K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$354K

Sector Composition

1 Technology 13.1%
2 Consumer Staples 7.62%
3 Consumer Discretionary 5.74%
4 Healthcare 4.37%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
466
602
$4K ﹤0.01%
203
603
$4K ﹤0.01%
84
604
$4K ﹤0.01%
578
605
$4K ﹤0.01%
45
606
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147
607
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40
608
$4K ﹤0.01%
314
609
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184
610
$4K ﹤0.01%
221
611
$4K ﹤0.01%
585
+515
612
$4K ﹤0.01%
21
613
$4K ﹤0.01%
29
614
$4K ﹤0.01%
14
615
$4K ﹤0.01%
153
616
$4K ﹤0.01%
1,053
+117
617
$4K ﹤0.01%
+212
618
$4K ﹤0.01%
+295
619
$4K ﹤0.01%
53
620
$4K ﹤0.01%
74
621
$4K ﹤0.01%
74
622
$3K ﹤0.01%
11
623
$3K ﹤0.01%
53
624
$3K ﹤0.01%
27
625
$3K ﹤0.01%
120
23 24
25
26 27