We are live on ! Find out more
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
751
$1K ﹤0.01%
+287
752
$1K ﹤0.01%
34
753
$1K ﹤0.01%
15
754
$1K ﹤0.01%
58
755
$1K ﹤0.01%
43
756
$1K ﹤0.01%
30
757
$1K ﹤0.01%
16
758
$1K ﹤0.01%
803
759
$1K ﹤0.01%
39
760
$1K ﹤0.01%
12
761
$1K ﹤0.01%
25
762
$1K ﹤0.01%
18
763
$1K ﹤0.01%
43
+6
764
$1K ﹤0.01%
17
765
$1K ﹤0.01%
17
766
$1K ﹤0.01%
48
767
$1K ﹤0.01%
11
768
$1K ﹤0.01%
55
769
$1K ﹤0.01%
2,849
+849
770
$1K ﹤0.01%
+148
771
$1K ﹤0.01%
72
772
$1K ﹤0.01%
132
+33
773
$1K ﹤0.01%
14
774
$1K ﹤0.01%
15
775
$1K ﹤0.01%
30
29 30
31
32 33