AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.27M
3
+$2.15M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.87M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.79M

Top Sells

1
+$3.52M
2
+$3.4M
3
+$1.41M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.39M
5
REET icon
iShares Global REIT ETF
REET
+$1.24M

Sector Composition

1 Technology 13.07%
2 Consumer Staples 6.44%
3 Financials 5.94%
4 Consumer Discretionary 5.84%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
58
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752
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68
753
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30
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755
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759
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25
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+249
762
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20
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199
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764
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71
765
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29
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766
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25
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114
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769
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15
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771
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23
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24
-61
773
$1K ﹤0.01%
+17
774
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34
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775
$1K ﹤0.01%
91
+31
29 30
31
32 33