AC

Avestar Capital Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$1.71M
3 +$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.2M

Sector Composition

1 Technology 13.32%
2 Consumer Staples 7.57%
3 Consumer Discretionary 5.73%
4 Healthcare 4.42%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$1K ﹤0.01%
11
-15
827
$0 ﹤0.01%
19
828
-5,836
829
-180
830
-86
831
$0 ﹤0.01%
3
832
$0 ﹤0.01%
30
833
$0 ﹤0.01%
51
834
$0 ﹤0.01%
6
835
-3,878
836
$0 ﹤0.01%
9
837
0
838
$0 ﹤0.01%
24
839
$0 ﹤0.01%
15
840
$0 ﹤0.01%
14
841
$0 ﹤0.01%
47
842
$0 ﹤0.01%
+170
843
$0 ﹤0.01%
10
844
0
845
-209
846
$0 ﹤0.01%
4
847
-80
848
$0 ﹤0.01%
+1
849
$0 ﹤0.01%
17
850
$0 ﹤0.01%
4