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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
526
$8K 0.01%
112
527
$8K 0.01%
253
528
$8K 0.01%
188
529
$8K 0.01%
50
530
$8K 0.01%
222
531
$8K 0.01%
1,274
532
$8K 0.01%
160
533
$8K 0.01%
202
534
$8K 0.01%
90
535
$8K 0.01%
197
536
$8K 0.01%
323
+2
537
$8K 0.01%
195
538
$7K ﹤0.01%
156
539
$7K ﹤0.01%
167
540
$7K ﹤0.01%
210
541
$7K ﹤0.01%
53
542
$7K ﹤0.01%
132
543
$7K ﹤0.01%
103
+93
544
$7K ﹤0.01%
90
545
$7K ﹤0.01%
106
546
$7K ﹤0.01%
80
547
$7K ﹤0.01%
286
548
$7K ﹤0.01%
90
-3
549
$7K ﹤0.01%
214
+18
550
$7K ﹤0.01%
262
20 21
22
23 24