AC

Avestar Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.08M
3
+$7.88M
4
MRVL icon
Marvell Technology
MRVL
+$2.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.46M

Top Sells

1
+$5.52M
2
+$4.12M
3
+$4.09M
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$3.99M
5
BLCN icon
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
+$3.83M

Sector Composition

1 Technology 21.37%
2 Communication Services 9.81%
3 Consumer Discretionary 9.41%
4 Healthcare 4.93%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.19%
4,906
-267
77
$1.57M 0.19%
9,400
+1,371
78
$1.48M 0.18%
3,873
+2,363
79
$1.47M 0.18%
3,534
+440
80
$1.47M 0.18%
8,225
-267
81
$1.47M 0.18%
29,626
+6,689
82
$1.46M 0.18%
10,230
-1,110
83
$1.46M 0.18%
21,880
+11,656
84
$1.44M 0.18%
5,110
-2,474
85
$1.43M 0.18%
15,426
-36
86
$1.38M 0.17%
5,438
-844
87
$1.34M 0.16%
28,838
-52
88
$1.33M 0.16%
23,281
-7,748
89
$1.32M 0.16%
14,429
+9,309
90
$1.25M 0.15%
4,655
-840
91
$1.24M 0.15%
2,180
+108
92
$1.23M 0.15%
40,935
+25,029
93
$1.2M 0.15%
45,267
-7,286
94
$1.18M 0.14%
+87,327
95
$1.18M 0.14%
74,718
-8,952
96
$1.18M 0.14%
12,461
-470
97
$1.18M 0.14%
6,229
-956
98
$1.16M 0.14%
105,188
+4,870
99
$1.15M 0.14%
7,639
-1,236
100
$1.12M 0.14%
4,647
+897
2 3
4
5 6