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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
801
$1K ﹤0.01%
29
802
$1K ﹤0.01%
44
+18
803
$1K ﹤0.01%
16
804
$1K ﹤0.01%
38
805
$1K ﹤0.01%
45
806
$1K ﹤0.01%
83
807
$1K ﹤0.01%
+25
808
$1K ﹤0.01%
27
809
$1K ﹤0.01%
25
810
$1K ﹤0.01%
89
811
$1K ﹤0.01%
27
-5
812
$1K ﹤0.01%
216
813
$1K ﹤0.01%
147
814
$1K ﹤0.01%
14
815
$1K ﹤0.01%
84
816
$1K ﹤0.01%
128
-25
817
$1K ﹤0.01%
120
-18
818
$1K ﹤0.01%
82
819
$1K ﹤0.01%
57
820
$1K ﹤0.01%
15
821
$1K ﹤0.01%
61
822
$1K ﹤0.01%
10
823
$1K ﹤0.01%
63
824
$1K ﹤0.01%
88
825
$1K ﹤0.01%
24
-55
31 32
33
34 35