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
776
$1K ﹤0.01%
91
-35
777
$1K ﹤0.01%
334
-208
778
$1K ﹤0.01%
51
779
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+65
780
$1K ﹤0.01%
12
781
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35
782
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+54
783
$1K ﹤0.01%
74
784
$1K ﹤0.01%
21
785
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30
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786
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22
787
$1K ﹤0.01%
165
-48
788
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20
789
$1K ﹤0.01%
62
790
$1K ﹤0.01%
14
791
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+287
792
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795
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796
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797
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28
798
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799
$1K ﹤0.01%
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800
$1K ﹤0.01%
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30 31
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