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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.3M
3
+$10.2M
4
PG icon
Procter & Gamble
PG
+$8.75M
5
AAPL icon
Apple
AAPL
+$8.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.73%
2 Financials 13.83%
3 Consumer Staples 8.75%
4 Consumer Discretionary 5.29%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+73
627
$2K ﹤0.01%
+35
628
$2K ﹤0.01%
+17
629
$2K ﹤0.01%
+65
630
$2K ﹤0.01%
+74
631
$2K ﹤0.01%
+50
632
$2K ﹤0.01%
+274
633
$2K ﹤0.01%
+35
634
$2K ﹤0.01%
+46
635
$2K ﹤0.01%
+106
636
$2K ﹤0.01%
+100
637
$2K ﹤0.01%
+161
638
$2K ﹤0.01%
+176
639
$2K ﹤0.01%
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640
$2K ﹤0.01%
+33
641
$2K ﹤0.01%
+258
642
$2K ﹤0.01%
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643
$2K ﹤0.01%
+49
644
$2K ﹤0.01%
+13
645
$2K ﹤0.01%
+50
646
$2K ﹤0.01%
+54
647
$2K ﹤0.01%
+49
648
$2K ﹤0.01%
+187
649
$2K ﹤0.01%
+12
650
$2K ﹤0.01%
+19
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