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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
801
$1K ﹤0.01%
21
802
$1K ﹤0.01%
17
-46
803
$1K ﹤0.01%
27
804
$1K ﹤0.01%
13
+3
805
$1K ﹤0.01%
17
+5
806
$1K ﹤0.01%
5
807
$1K ﹤0.01%
6
808
$1K ﹤0.01%
188
+73
809
$1K ﹤0.01%
+106
810
$1K ﹤0.01%
28
811
$1K ﹤0.01%
71
+9
812
$1K ﹤0.01%
+12
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
11
815
$1K ﹤0.01%
21
+14
816
$1K ﹤0.01%
25
+17
817
$1K ﹤0.01%
43
+5
818
$1K ﹤0.01%
29
819
$1K ﹤0.01%
20
+3
820
$1K ﹤0.01%
39
-83
821
$1K ﹤0.01%
29
822
$1K ﹤0.01%
30
823
$1K ﹤0.01%
+53
824
$1K ﹤0.01%
+35
825
$1K ﹤0.01%
1,303
+181
31 32
33
34 35