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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
776
$1K ﹤0.01%
+50
777
$1K ﹤0.01%
77
778
$1K ﹤0.01%
50
779
$1K ﹤0.01%
49
780
$1K ﹤0.01%
69
781
$1K ﹤0.01%
6
782
$1K ﹤0.01%
297
+71
783
$1K ﹤0.01%
128
784
$1K ﹤0.01%
64
785
$1K ﹤0.01%
46
-1
786
$1K ﹤0.01%
34
787
$1K ﹤0.01%
98
788
$1K ﹤0.01%
57
789
$1K ﹤0.01%
16
-6
790
$1K ﹤0.01%
61
791
$1K ﹤0.01%
25
792
$1K ﹤0.01%
25
793
$1K ﹤0.01%
12
794
$1K ﹤0.01%
28
795
$1K ﹤0.01%
15
796
$1K ﹤0.01%
5
797
$1K ﹤0.01%
36
798
$1K ﹤0.01%
43
799
$1K ﹤0.01%
18
800
$1K ﹤0.01%
231
30 31
32
33 34