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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
751
$1K ﹤0.01%
30
-1
752
$1K ﹤0.01%
11
753
$1K ﹤0.01%
10
+3
754
$1K ﹤0.01%
26
+9
755
$1K ﹤0.01%
24
+5
756
$1K ﹤0.01%
62
+30
757
$1K ﹤0.01%
109
758
$1K ﹤0.01%
22
759
$1K ﹤0.01%
177
+146
760
$1K ﹤0.01%
125
+22
761
$1K ﹤0.01%
31
-42
762
$1K ﹤0.01%
44
763
$1K ﹤0.01%
+29
764
$1K ﹤0.01%
20
+11
765
$1K ﹤0.01%
133
766
$1K ﹤0.01%
24
767
$1K ﹤0.01%
+25
768
$1K ﹤0.01%
25
+9
769
$1K ﹤0.01%
92
+51
770
$1K ﹤0.01%
28
+9
771
$1K ﹤0.01%
21
772
$1K ﹤0.01%
5
773
$1K ﹤0.01%
+35
774
$1K ﹤0.01%
18
775
$1K ﹤0.01%
8
29 30
31
32 33