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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
726
$1K ﹤0.01%
74
727
$1K ﹤0.01%
21
728
$1K ﹤0.01%
30
-4
729
$1K ﹤0.01%
22
730
$1K ﹤0.01%
39
731
$1K ﹤0.01%
28
732
$1K ﹤0.01%
20
733
$1K ﹤0.01%
17
734
$1K ﹤0.01%
13
735
$1K ﹤0.01%
31
736
$1K ﹤0.01%
54
+25
737
$1K ﹤0.01%
35
-2,993
738
$1K ﹤0.01%
67
739
$1K ﹤0.01%
71
740
$1K ﹤0.01%
20
741
$1K ﹤0.01%
58
+10
742
$1K ﹤0.01%
689
-24
743
$1K ﹤0.01%
+33
744
$1K ﹤0.01%
21
745
$1K ﹤0.01%
15
746
$1K ﹤0.01%
58
747
$1K ﹤0.01%
11
748
$1K ﹤0.01%
20
749
$1K ﹤0.01%
62
750
$1K ﹤0.01%
14
28 29
30
31 32