AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.08M
3
+$7.88M
4
MRVL icon
Marvell Technology
MRVL
+$2.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.46M

Top Sells

1
+$5.52M
2
+$4.12M
3
+$4.09M
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$3.99M
5
BLCN icon
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
+$3.83M

Sector Composition

1 Technology 21.37%
2 Communication Services 9.81%
3 Consumer Discretionary 9.41%
4 Healthcare 4.93%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.25%
21,579
-8,067
52
$2.08M 0.25%
20,112
-1,055
53
$2.01M 0.25%
86,567
-1,489
54
$1.97M 0.24%
8,802
+149
55
$1.88M 0.23%
10,251
-1,589
56
$1.83M 0.22%
2,784
+1,319
57
$1.8M 0.22%
20,692
+301
58
$1.8M 0.22%
36,341
59
$1.76M 0.22%
9,563
-1,255
60
$1.72M 0.21%
19,931
+479
61
$1.71M 0.21%
66,311
-11,850
62
$1.7M 0.21%
63,965
-11,362
63
$1.7M 0.21%
65,139
-11,585
64
$1.7M 0.21%
60,015
-10,638
65
$1.67M 0.2%
10,759
-1,310
66
$1.66M 0.2%
2,714
-237
67
$1.65M 0.2%
10,395
+21
68
$1.64M 0.2%
7,546
-475
69
$1.63M 0.2%
11,248
+1,409
70
$1.63M 0.2%
3,071
71
$1.62M 0.2%
9,755
+7,185
72
$1.61M 0.2%
6,999
+5,575
73
$1.6M 0.2%
9,364
-641
74
$1.6M 0.2%
36,965
-3,207
75
$1.59M 0.19%
7,705
+181
1 2
3
4 5