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

Top Buys

1
+$12.6M
2
+$9.99M
3
+$9.65M
4
AAPL icon
Apple
AAPL
+$8.67M
5
PG icon
Procter & Gamble
PG
+$8.57M

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
676
$1K ﹤0.01%
+60
677
$1K ﹤0.01%
+85
678
$1K ﹤0.01%
+35
679
$1K ﹤0.01%
+27
680
$1K ﹤0.01%
+6
681
$1K ﹤0.01%
+8
682
$1K ﹤0.01%
+53
683
$1K ﹤0.01%
+17
684
$1K ﹤0.01%
+35
685
$1K ﹤0.01%
+68
686
$1K ﹤0.01%
+11
687
$1K ﹤0.01%
+17
688
$1K ﹤0.01%
+21
689
$1K ﹤0.01%
+14
690
$1K ﹤0.01%
+26
691
$1K ﹤0.01%
+10
692
$1K ﹤0.01%
+30
693
$1K ﹤0.01%
+10
694
$1K ﹤0.01%
+19
695
$1K ﹤0.01%
+40
696
$1K ﹤0.01%
+16
697
$1K ﹤0.01%
+45
698
$1K ﹤0.01%
+19
699
$1K ﹤0.01%
+7
700
$1K ﹤0.01%
+18
26 27
28
29 30