AC

Avestar Capital Portfolio holdings

AUM $1.45B
1-Year Est. Return 28.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.02%
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
1026
$0 ﹤0.01%
7
1027
-14,051
1028
0
1029
$0 ﹤0.01%
8
1030
$0 ﹤0.01%
4
1031
$0 ﹤0.01%
23
1032
$0 ﹤0.01%
7
1033
$0 ﹤0.01%
22
1034
$0 ﹤0.01%
100
+45