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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
826
$1K ﹤0.01%
57
827
$1K ﹤0.01%
13
828
$1K ﹤0.01%
35
829
$1K ﹤0.01%
418
-1,659
830
$1K ﹤0.01%
30
831
$1K ﹤0.01%
+65
832
$1K ﹤0.01%
12
833
$1K ﹤0.01%
35
834
$1K ﹤0.01%
+54
835
$1K ﹤0.01%
165
-48
836
$1K ﹤0.01%
48
837
$1K ﹤0.01%
93
838
$1K ﹤0.01%
144
+23
839
$0 ﹤0.01%
7
840
$0 ﹤0.01%
22
841
$0 ﹤0.01%
100
+45
842
$0 ﹤0.01%
18
843
$0 ﹤0.01%
3
844
$0 ﹤0.01%
5
845
– –
0
846
– –
-132
847
$0 ﹤0.01%
+31
848
$0 ﹤0.01%
7
849
– –
-33
850
$0 ﹤0.01%
45
32 33
34
35 36