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
$183M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.79M
3 +$2.21M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.02M
5
CRWD icon
CrowdStrike
CRWD
+$1.81M

Top Sells

1 +$3.22M
2 +$1.5M
3 +$1.39M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.32M

Sector Composition

1 Technology 19.5%
2 Communication Services 7.74%
3 Consumer Discretionary 7.56%
4 Consumer Staples 6.67%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,667
202
-52,543