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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$55K 0.08%
+247
477
$55K 0.08%
+1,715
478
$55K 0.08%
+2,313
479
$55K 0.08%
+360
480
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481
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+1,331
482
$55K 0.08%
+822
483
$55K 0.08%
+945
484
$55K 0.08%
+310
485
$55K 0.08%
+3,629
486
$55K 0.08%
+829
487
$54K 0.08%
+1,489
488
$54K 0.08%
+1,134
489
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490
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491
$54K 0.08%
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492
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493
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494
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+203
495
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497
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+1,532
498
$53K 0.07%
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499
$53K 0.07%
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500
$53K 0.07%
+495