AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.31M
3
+$1.3M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.28M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$554K

Top Sells

1
+$1.25M
2
+$1.24M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$484K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$354K

Sector Composition

1 Technology 13.1%
2 Consumer Staples 7.62%
3 Consumer Discretionary 5.74%
4 Healthcare 4.37%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
250
452
$13K 0.01%
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$13K 0.01%
560
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456
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457
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459
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460
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276
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462
$13K 0.01%
95
463
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99
464
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280
465
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138
466
$13K 0.01%
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467
$13K 0.01%
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468
$13K 0.01%
1,079
+4
469
$13K 0.01%
171
470
$12K 0.01%
245
471
$12K 0.01%
150
+4
472
$12K 0.01%
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473
$12K 0.01%
8
474
$12K 0.01%
283
475
$12K 0.01%
162
17 18
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