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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
651
$3K ﹤0.01%
27
652
$3K ﹤0.01%
120
653
$3K ﹤0.01%
336
+76
654
$3K ﹤0.01%
9
655
$3K ﹤0.01%
388
656
$3K ﹤0.01%
50
657
$3K ﹤0.01%
29
658
$3K ﹤0.01%
162
-167
659
$3K ﹤0.01%
170
+19
660
$3K ﹤0.01%
67
661
$3K ﹤0.01%
153
-53
662
$3K ﹤0.01%
26
663
$2K ﹤0.01%
83
664
$2K ﹤0.01%
30
665
$2K ﹤0.01%
62
666
$2K ﹤0.01%
39
667
$2K ﹤0.01%
115
-12
668
$2K ﹤0.01%
282
+21
669
$2K ﹤0.01%
208
670
$2K ﹤0.01%
+856
671
$2K ﹤0.01%
72
-232
672
$2K ﹤0.01%
+100
673
$2K ﹤0.01%
34
674
$2K ﹤0.01%
39
675
$2K ﹤0.01%
16
25 26
27
28 29