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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
576
$5K ﹤0.01%
52
577
$5K ﹤0.01%
75
578
$5K ﹤0.01%
406
579
$5K ﹤0.01%
73
580
$5K ﹤0.01%
159
581
$5K ﹤0.01%
27
582
$5K ﹤0.01%
50
583
$5K ﹤0.01%
38
584
$5K ﹤0.01%
19
585
$5K ﹤0.01%
150
586
$5K ﹤0.01%
88
587
$5K ﹤0.01%
173
588
$5K ﹤0.01%
41
589
$5K ﹤0.01%
+338
590
$5K ﹤0.01%
114
591
$5K ﹤0.01%
269
592
$5K ﹤0.01%
153
593
$5K ﹤0.01%
96
594
$5K ﹤0.01%
356
595
$5K ﹤0.01%
101
596
$5K ﹤0.01%
205
597
$4K ﹤0.01%
184
598
$4K ﹤0.01%
147
599
$4K ﹤0.01%
111
600
$4K ﹤0.01%
37
22 23
24
25 26