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
676
$1K ﹤0.01%
+45
677
$1K ﹤0.01%
+19
678
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+17
679
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+34
680
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+27
681
$1K ﹤0.01%
+600
682
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+35
683
$1K ﹤0.01%
+68
684
$1K ﹤0.01%
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685
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686
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687
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689
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691
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692
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693
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694
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695
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+10
696
$1K ﹤0.01%
+3
697
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+40
698
$1K ﹤0.01%
+7
699
$1K ﹤0.01%
+18
700
$1K ﹤0.01%
+6
26 27
28
29 30