C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,943
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$573K
3
+$296K
4
HUBS icon
HubSpot
HUBS
+$238K
5
ARCH
Arch Resources, Inc.
ARCH
+$206K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$1.05M
4
OBE
Obsidian Energy
OBE
+$941K
5
AYX
Alteryx Inc
AYX
+$829K

Sector Composition

1 Technology 20.01%
2 Financials 12.48%
3 Industrials 12.44%
4 Healthcare 10.66%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
12
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$0 ﹤0.01%
5
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$0 ﹤0.01%
19
+3
2881
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13
+4
2882
$0 ﹤0.01%
2
+1
2883
$0 ﹤0.01%
2
2884
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-115
2885
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0
2886
$0 ﹤0.01%
5
2887
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4
-1
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2892
$0 ﹤0.01%
24
+12
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$0 ﹤0.01%
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2894
$0 ﹤0.01%
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2895
$0 ﹤0.01%
3
-1
2896
– –
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2897
$0 ﹤0.01%
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+3
2898
– –
-57
2899
$0 ﹤0.01%
10
+1
2900
– –
-1
114 115
116
117 118