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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
626
$3K ﹤0.01%
196
-3
627
$3K ﹤0.01%
31
628
$3K ﹤0.01%
36
-5
629
$3K ﹤0.01%
32
630
$3K ﹤0.01%
40
631
$3K ﹤0.01%
114
+57
632
$3K ﹤0.01%
33
633
$3K ﹤0.01%
24
634
$3K ﹤0.01%
114
635
$3K ﹤0.01%
124
636
$3K ﹤0.01%
36
637
$3K ﹤0.01%
139
638
$3K ﹤0.01%
93
639
$3K ﹤0.01%
36
640
$3K ﹤0.01%
18
641
$3K ﹤0.01%
18
642
$3K ﹤0.01%
208
643
$3K ﹤0.01%
35
+9
644
$3K ﹤0.01%
90
-8
645
$3K ﹤0.01%
65
646
$3K ﹤0.01%
124
-3
647
$3K ﹤0.01%
21
648
$3K ﹤0.01%
102
+31
649
$3K ﹤0.01%
11
650
$3K ﹤0.01%
53
24 25
26
27 28