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
801
$1K ﹤0.01%
+65
802
$1K ﹤0.01%
12
803
$1K ﹤0.01%
35
804
$1K ﹤0.01%
+54
805
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74
806
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21
807
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30
-4
808
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22
809
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165
-48
810
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20
811
$1K ﹤0.01%
62
812
$1K ﹤0.01%
14
813
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+287
814
$1K ﹤0.01%
58
815
$1K ﹤0.01%
43
816
$1K ﹤0.01%
28
817
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20
818
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819
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30
820
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16
821
$1K ﹤0.01%
803
822
$1K ﹤0.01%
39
823
$1K ﹤0.01%
12
824
$1K ﹤0.01%
25
825
$1K ﹤0.01%
18
31 32
33
34 35