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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
826
$1K ﹤0.01%
40
-2
827
$1K ﹤0.01%
25
828
$1K ﹤0.01%
38
829
$1K ﹤0.01%
+91
830
$1K ﹤0.01%
13
831
$1K ﹤0.01%
62
-59
832
$1K ﹤0.01%
50
833
$1K ﹤0.01%
+59
834
$1K ﹤0.01%
16
835
$1K ﹤0.01%
67
-10
836
$1K ﹤0.01%
13
+3
837
$1K ﹤0.01%
49
838
$1K ﹤0.01%
96
+61
839
$1K ﹤0.01%
43
+11
840
$1K ﹤0.01%
6
841
$1K ﹤0.01%
18
+6
842
$1K ﹤0.01%
27
+20
843
$1K ﹤0.01%
182
+26
844
$1K ﹤0.01%
75
-27
845
$1K ﹤0.01%
21
+16
846
$1K ﹤0.01%
41
847
$1K ﹤0.01%
27
-144
848
$1K ﹤0.01%
15
849
$1K ﹤0.01%
75
+12
850
$1K ﹤0.01%
14
32 33
34
35 36