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
951
$0 ﹤0.01%
4
952
$0 ﹤0.01%
5
-4
953
$0 ﹤0.01%
1
954
$0 ﹤0.01%
13
955
$0 ﹤0.01%
9
956
0
957
$0 ﹤0.01%
5
958
$0 ﹤0.01%
14
959
$0 ﹤0.01%
+3
960
$0 ﹤0.01%
11
961
$0 ﹤0.01%
40
962
-2,375
963
-157
964
-24
965
$0 ﹤0.01%
29
-37
966
$0 ﹤0.01%
17
967
-274
968
-15,414
969
$0 ﹤0.01%
+25
970
$0 ﹤0.01%
17
971
-74
972
$0 ﹤0.01%
+99
973
$0 ﹤0.01%
6
974
$0 ﹤0.01%
+29
975
$0 ﹤0.01%
39