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
951
$0 ﹤0.01%
10
952
$0 ﹤0.01%
14
953
$0 ﹤0.01%
12
954
$0 ﹤0.01%
5
955
$0 ﹤0.01%
17
956
$0 ﹤0.01%
17
957
$0 ﹤0.01%
465
958
$0 ﹤0.01%
10
959
– –
-78
960
$0 ﹤0.01%
98
-153
961
$0 ﹤0.01%
37
962
$0 ﹤0.01%
19
-31
963
– –
-275
964
$0 ﹤0.01%
8
965
$0 ﹤0.01%
9
966
$0 ﹤0.01%
68
967
$0 ﹤0.01%
24
968
$0 ﹤0.01%
121
969
– –
-21
970
$0 ﹤0.01%
9
971
$0 ﹤0.01%
31
972
$0 ﹤0.01%
13
973
– –
-13
974
$0 ﹤0.01%
4
975
$0 ﹤0.01%
32
37 38
39
40 41