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
176
$557K 0.07%
3,790
+1,759
177
$554K 0.07%
5,535
+216
178
$554K 0.07%
10,698
+3,456
179
$552K 0.07%
12,415
-6,045
180
$550K 0.07%
20,885
-4,486
181
$550K 0.07%
10,774
-3,216
182
$546K 0.07%
2,665
-4,572
183
$535K 0.07%
14,366
+2,527
184
$533K 0.07%
11,273
-2,389
185
$531K 0.06%
10,531
-2,416
186
$528K 0.06%
13,800
187
$519K 0.06%
2,125
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188
$518K 0.06%
12,093
+5,773
189
$509K 0.06%
9,383
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190
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191
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407
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192
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3,184
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193
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3,069
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194
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26,921
195
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+7,365
196
$487K 0.06%
1,734
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197
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2,301
+3
198
$473K 0.06%
9,180
+3,514
199
$471K 0.06%
2,232
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200
$469K 0.06%
38,627
+121
6 7
8
9 10