AC
Avestar Capital Portfolio holdings
AUM
$1.37B
1-Year Return
19.87%
This Quarter Return
+12.74%
1 Year Return
+19.87%
3 Year Return
+72.2%
5 Year Return
+112.69%
10 Year Return
–
AUM
$360M
AUM Growth
+$56.9M
(+19%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
9.19%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
283
New
58
Increased
126
Reduced
70
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.02M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.95M |
| 3 |
iShares Global Clean Energy ETF
ICLN
|
$2.73M |
| 4 |
Fidelity MSCI Materials Index ETF
FMAT
|
$2.22M |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$1.57M |
Top Sells
| 1 |
First Trust Ultra Short Duration Municipal ETF
FUMB
|
$2.02M |
| 2 |
Global X Cloud Computing ETF
CLOU
|
$1.43M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$1.36M |
| 4 |
AngloGold Ashanti
AU
|
$1.36M |
| 5 |
STMP
Stamps.com, Inc.
STMP
|
$1.27M |
Sector Composition
| 1 | Technology | 19.36% |
| 2 | Consumer Discretionary | 9.79% |
| 3 | Communication Services | 7.16% |
| 4 | Financials | 4.8% |
| 5 | Healthcare | 4.74% |
