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
$154M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,929
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$429K
3 +$421K
4
CORZ icon
Core Scientific
CORZ
+$399K
5
ASML icon
ASML
ASML
+$358K

Top Sells

1 +$1.25M
2 +$899K
3 +$673K
4
MU icon
Micron Technology
MU
+$664K
5
AVGO icon
Broadcom
AVGO
+$480K

Sector Composition

1 Technology 21.81%
2 Industrials 12.73%
3 Healthcare 11.14%
4 Financials 10.29%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
-48
2927
$0 ﹤0.01%
40
2928
$0 ﹤0.01%
11
+10
2929
$0 ﹤0.01%
24
-1