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
$149M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,881
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$443K
3 +$438K
4
ZS icon
Zscaler
ZS
+$366K
5
SGRY icon
Surgery Partners
SGRY
+$257K

Top Sells

1 +$458K
2 +$364K
3 +$327K
4
BBIO icon
BridgeBio Pharma
BBIO
+$316K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$312K

Sector Composition

1 Technology 20.67%
2 Industrials 12.56%
3 Financials 12.08%
4 Healthcare 11.77%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
-4,015
2877
-35
2878
$0 ﹤0.01%
+20
2879
-125
2880
-4
2881
-5