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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
726
$1K ﹤0.01%
26
+9
727
$1K ﹤0.01%
+13
728
$1K ﹤0.01%
23
729
$1K ﹤0.01%
74
730
$1K ﹤0.01%
+55
731
$1K ﹤0.01%
+69
732
$1K ﹤0.01%
11
+3
733
$1K ﹤0.01%
72
734
$1K ﹤0.01%
+128
735
$1K ﹤0.01%
71
+10
736
$1K ﹤0.01%
33
-30
737
$1K ﹤0.01%
22
738
$1K ﹤0.01%
14
739
$1K ﹤0.01%
43
740
$1K ﹤0.01%
+6
741
$1K ﹤0.01%
38
+4
742
$1K ﹤0.01%
30
+16
743
$1K ﹤0.01%
144
+3
744
$1K ﹤0.01%
51
-17
745
$1K ﹤0.01%
32
746
$1K ﹤0.01%
41
+6
747
$1K ﹤0.01%
68
-3
748
$1K ﹤0.01%
78
+62
749
$1K ﹤0.01%
10
750
$1K ﹤0.01%
68
28 29
30
31 32