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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
701
$2K ﹤0.01%
115
+12
702
$2K ﹤0.01%
32
+8
703
$2K ﹤0.01%
600
704
$2K ﹤0.01%
6
705
$2K ﹤0.01%
112
706
$2K ﹤0.01%
95
-9
707
$2K ﹤0.01%
19
+8
708
$2K ﹤0.01%
163
-22
709
$2K ﹤0.01%
42
+7
710
$2K ﹤0.01%
33
711
$2K ﹤0.01%
60
+29
712
$2K ﹤0.01%
43
-15
713
$2K ﹤0.01%
67
-131
714
$2K ﹤0.01%
33
715
$1K ﹤0.01%
15
716
$1K ﹤0.01%
183
+38
717
$1K ﹤0.01%
16
718
$1K ﹤0.01%
28
719
$1K ﹤0.01%
10
720
$1K ﹤0.01%
90
+30
721
$1K ﹤0.01%
60
+44
722
$1K ﹤0.01%
18
723
$1K ﹤0.01%
14
+4
724
$1K ﹤0.01%
20
+11
725
$1K ﹤0.01%
355
+257
27 28
29
30 31