We are live on ! Find out more
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
776
$1K ﹤0.01%
49
777
$1K ﹤0.01%
178
-148
778
$1K ﹤0.01%
89
779
$1K ﹤0.01%
151
+55
780
$1K ﹤0.01%
63
+19
781
$1K ﹤0.01%
36
+15
782
$1K ﹤0.01%
58
+14
783
$1K ﹤0.01%
11
784
$1K ﹤0.01%
87
785
$1K ﹤0.01%
90
+21
786
$1K ﹤0.01%
75
+30
787
$1K ﹤0.01%
+57
788
$1K ﹤0.01%
44
+37
789
$1K ﹤0.01%
27
+11
790
$1K ﹤0.01%
39
+11
791
$1K ﹤0.01%
32
792
$1K ﹤0.01%
29
+21
793
$1K ﹤0.01%
19
+3
794
$1K ﹤0.01%
39
795
$1K ﹤0.01%
14
796
$1K ﹤0.01%
8
+3
797
$1K ﹤0.01%
140
798
$1K ﹤0.01%
27
799
$1K ﹤0.01%
9
800
$1K ﹤0.01%
174
-13
30 31
32
33 34