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
851
$0 ﹤0.01%
4
-5
852
-40
853
-514
854
$0 ﹤0.01%
16
855
$0 ﹤0.01%
23
-49
856
-65
857
-27
858
-54
859
-240
860
$0 ﹤0.01%
17
861
$0 ﹤0.01%
74
862
$0 ﹤0.01%
7
863
$0 ﹤0.01%
8
864
$0 ﹤0.01%
4
865
$0 ﹤0.01%
23
866
$0 ﹤0.01%
7
867
$0 ﹤0.01%
22
868
$0 ﹤0.01%
55
869
0
870
$0 ﹤0.01%
18
-2
871
$0 ﹤0.01%
3
872
$0 ﹤0.01%
5
873
$0 ﹤0.01%
6
874
0
875
$0 ﹤0.01%
+25