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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
701
$2K ﹤0.01%
57
+46
702
$2K ﹤0.01%
360
+174
703
$2K ﹤0.01%
74
704
$2K ﹤0.01%
71
705
$2K ﹤0.01%
36
706
$2K ﹤0.01%
34
707
$2K ﹤0.01%
11
-2
708
$2K ﹤0.01%
12
709
$2K ﹤0.01%
55
+25
710
$2K ﹤0.01%
698
711
$2K ﹤0.01%
342
+295
712
$2K ﹤0.01%
6
713
$2K ﹤0.01%
158
+44
714
$2K ﹤0.01%
33
715
$2K ﹤0.01%
50
+3
716
$2K ﹤0.01%
64
717
$2K ﹤0.01%
70
718
$1K ﹤0.01%
+45
719
$1K ﹤0.01%
69
720
$1K ﹤0.01%
31
-9
721
$1K ﹤0.01%
25
722
$1K ﹤0.01%
217
723
$1K ﹤0.01%
91
-35
724
$1K ﹤0.01%
334
-208
725
$1K ﹤0.01%
51
27 28
29
30 31