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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
651
$3K ﹤0.01%
162
+27
652
$3K ﹤0.01%
85
653
$3K ﹤0.01%
148
+47
654
$3K ﹤0.01%
74
+17
655
$3K ﹤0.01%
72
656
$3K ﹤0.01%
83
+6
657
$3K ﹤0.01%
34
658
$3K ﹤0.01%
76
+15
659
$3K ﹤0.01%
138
660
$3K ﹤0.01%
24
+8
661
$3K ﹤0.01%
104
+14
662
$2K ﹤0.01%
82
+8
663
$2K ﹤0.01%
57
+23
664
$2K ﹤0.01%
138
+45
665
$2K ﹤0.01%
139
+60
666
$2K ﹤0.01%
44
+11
667
$2K ﹤0.01%
66
+10
668
$2K ﹤0.01%
17
669
$2K ﹤0.01%
65
670
$2K ﹤0.01%
31
+3
671
$2K ﹤0.01%
50
672
$2K ﹤0.01%
109
+47
673
$2K ﹤0.01%
46
674
$2K ﹤0.01%
100
675
$2K ﹤0.01%
159
-17
25 26
27
28 29