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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
601
$4K ﹤0.01%
67
602
$4K ﹤0.01%
325
603
$4K ﹤0.01%
466
604
$4K ﹤0.01%
203
605
$4K ﹤0.01%
84
606
$4K ﹤0.01%
578
607
$4K ﹤0.01%
45
608
$4K ﹤0.01%
314
609
$4K ﹤0.01%
14
610
$4K ﹤0.01%
40
611
$4K ﹤0.01%
153
612
$4K ﹤0.01%
1,053
+117
613
$4K ﹤0.01%
+212
614
$4K ﹤0.01%
+295
615
$4K ﹤0.01%
53
616
$4K ﹤0.01%
74
617
$4K ﹤0.01%
74
618
$4K ﹤0.01%
221
619
$4K ﹤0.01%
585
+515
620
$4K ﹤0.01%
21
621
$4K ﹤0.01%
29
622
$3K ﹤0.01%
82
623
$3K ﹤0.01%
223
+142
624
$3K ﹤0.01%
527
-3
625
$3K ﹤0.01%
34
23 24
25
26 27