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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
851
$0 ﹤0.01%
10
852
$0 ﹤0.01%
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853
$0 ﹤0.01%
4
854
$0 ﹤0.01%
4
855
$0 ﹤0.01%
18
+9
856
$0 ﹤0.01%
4
857
$0 ﹤0.01%
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858
$0 ﹤0.01%
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859
$0 ﹤0.01%
3
860
– –
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861
$0 ﹤0.01%
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862
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863
$0 ﹤0.01%
6
864
$0 ﹤0.01%
27
+11
865
– –
-5,738
866
$0 ﹤0.01%
26
867
– –
-1,568
868
– –
-17
869
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0
870
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871
$0 ﹤0.01%
17
872
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-1,801
873
$0 ﹤0.01%
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-67
874
$0 ﹤0.01%
6
875
$0 ﹤0.01%
21
33 34
35
36 37