AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
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
751
$1K ﹤0.01%
83
752
$1K ﹤0.01%
+25
753
$1K ﹤0.01%
27
754
$1K ﹤0.01%
25
755
$1K ﹤0.01%
89
756
$1K ﹤0.01%
27
-5
757
$1K ﹤0.01%
216
758
$1K ﹤0.01%
147
759
$1K ﹤0.01%
217
760
$1K ﹤0.01%
14
761
$1K ﹤0.01%
84
762
$1K ﹤0.01%
128
-25
763
$1K ﹤0.01%
120
-18
764
$1K ﹤0.01%
82
765
$1K ﹤0.01%
57
766
$1K ﹤0.01%
15
767
$1K ﹤0.01%
61
768
$1K ﹤0.01%
10
769
$1K ﹤0.01%
63
770
$1K ﹤0.01%
88
771
$1K ﹤0.01%
24
-55
772
$1K ﹤0.01%
57
773
$1K ﹤0.01%
13
774
$1K ﹤0.01%
35
775
$1K ﹤0.01%
418
-1,659
29 30
31
32 33