AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
776
$1K ﹤0.01%
25
777
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25
778
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28
779
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15
780
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5
781
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36
782
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43
783
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18
784
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231
785
$1K ﹤0.01%
83
786
$1K ﹤0.01%
+25
787
$1K ﹤0.01%
57
788
$1K ﹤0.01%
15
789
$1K ﹤0.01%
61
790
$1K ﹤0.01%
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791
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63
792
$1K ﹤0.01%
88
793
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24
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794
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795
$1K ﹤0.01%
13
796
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35
797
$1K ﹤0.01%
418
-1,659
798
$1K ﹤0.01%
91
-35
799
$1K ﹤0.01%
334
-208
800
$1K ﹤0.01%
51
30 31
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