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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
851
$1K ﹤0.01%
15
852
$1K ﹤0.01%
16
853
$1K ﹤0.01%
60
854
$1K ﹤0.01%
+68
855
$1K ﹤0.01%
79
-143
856
$1K ﹤0.01%
46
+34
857
$1K ﹤0.01%
73
858
$1K ﹤0.01%
100
-7
859
– –
-15
860
$0 ﹤0.01%
+16
861
$0 ﹤0.01%
12
862
$0 ﹤0.01%
+266
863
$0 ﹤0.01%
18
864
$0 ﹤0.01%
24
865
– –
-89
866
$0 ﹤0.01%
+4
867
$0 ﹤0.01%
+3
868
$0 ﹤0.01%
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869
$0 ﹤0.01%
+381
870
$0 ﹤0.01%
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871
$0 ﹤0.01%
+3
872
$0 ﹤0.01%
12
873
$0 ﹤0.01%
+3
874
– –
0
875
$0 ﹤0.01%
+5
33 34
35
36 37