We are live on ! Find out more
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
626
$4K ﹤0.01%
32
627
$3K ﹤0.01%
+125
628
$3K ﹤0.01%
+603
629
$3K ﹤0.01%
59
+5
630
$3K ﹤0.01%
93
+30
631
$3K ﹤0.01%
29
+3
632
$3K ﹤0.01%
91
+6
633
$3K ﹤0.01%
68
+2
634
$3K ﹤0.01%
33
635
$3K ﹤0.01%
18
-1
636
$3K ﹤0.01%
+88
637
$3K ﹤0.01%
+70
638
$3K ﹤0.01%
72
+36
639
$3K ﹤0.01%
60
+22
640
$3K ﹤0.01%
60
-14
641
$3K ﹤0.01%
42
+7
642
$3K ﹤0.01%
44
643
$3K ﹤0.01%
+621
644
$3K ﹤0.01%
147
+113
645
$3K ﹤0.01%
24
+3
646
$3K ﹤0.01%
290
+130
647
$3K ﹤0.01%
54
+45
648
$3K ﹤0.01%
26
+4
649
$3K ﹤0.01%
135
-84
650
$3K ﹤0.01%
130
-234
24 25
26
27 28