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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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.99M
3
+$9.65M
4
AAPL icon
Apple
AAPL
+$8.67M
5
PG icon
Procter & Gamble
PG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.73%
2 Financials 13.83%
3 Consumer Staples 8.75%
4 Consumer Discretionary 5.29%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$0 ﹤0.01%
+1
752
$0 ﹤0.01%
+8
753
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754
$0 ﹤0.01%
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755
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756
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758
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759
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760
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+4
761
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$0 ﹤0.01%
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$0 ﹤0.01%
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766
$0 ﹤0.01%
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767
$0 ﹤0.01%
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768
$0 ﹤0.01%
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769
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$0 ﹤0.01%
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771
$0 ﹤0.01%
+54
772
$0 ﹤0.01%
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$0 ﹤0.01%
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774
$0 ﹤0.01%
+10
775
$0 ﹤0.01%
+4
29 30
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32 33