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AC

Avestar Capital Portfolio holdings

AUM $1.46B
1-Year Est. Return 31.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.5%
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
476
$12K 0.01%
162
477
$12K 0.01%
130
478
$12K 0.01%
245
479
$12K 0.01%
225
480
$12K 0.01%
377
+331
481
$12K 0.01%
264
482
$12K 0.01%
110
483
$12K 0.01%
62
-172
484
$12K 0.01%
425
485
$12K 0.01%
241
486
$12K 0.01%
109
+6
487
$12K 0.01%
59
488
$12K 0.01%
20
+10
489
$11K 0.01%
113
490
$11K 0.01%
74
491
$11K 0.01%
387
492
$11K 0.01%
431
493
$11K 0.01%
247
+3
494
$11K 0.01%
984
-28
495
$11K 0.01%
170
496
$10K 0.01%
413
497
$10K 0.01%
354
498
$10K 0.01%
173
499
$10K 0.01%
205
500
$10K 0.01%
321
+24
18 19
20
21 22