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
$158M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.29M
4
CHIC
Global X MSCI China Communication Services ETF
CHIC
+$1.27M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$597K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
AAPL icon
Apple
AAPL
+$489K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$354K

Sector Composition

1 Technology 13.1%
2 Consumer Staples 7.62%
3 Consumer Discretionary 5.74%
4 Healthcare 4.37%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
67
727
$1K ﹤0.01%
71
728
$1K ﹤0.01%
25
729
$1K ﹤0.01%
38
730
$1K ﹤0.01%
30
731
$1K ﹤0.01%
+45
732
$1K ﹤0.01%
15
733
$1K ﹤0.01%
20
734
$1K ﹤0.01%
58
735
$1K ﹤0.01%
27
736
$1K ﹤0.01%
25
737
$1K ﹤0.01%
89
738
$1K ﹤0.01%
27
-5
739
$1K ﹤0.01%
216
740
$1K ﹤0.01%
147
741
$1K ﹤0.01%
217
742
$1K ﹤0.01%
14
743
$1K ﹤0.01%
84
744
$1K ﹤0.01%
128
-25
745
$1K ﹤0.01%
120
-18
746
$1K ﹤0.01%
82
747
$1K ﹤0.01%
34
748
$1K ﹤0.01%
15
749
$1K ﹤0.01%
39
750
$1K ﹤0.01%
11
28 29
30
31 32