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
551
$49K 0.07%
+1,121
552
$49K 0.07%
+410
553
$49K 0.07%
+407
554
$49K 0.07%
+1,607
555
$49K 0.07%
+2,053
556
$49K 0.07%
+348
557
$49K 0.07%
+678
558
$49K 0.07%
+876
559
$49K 0.07%
+481
560
$49K 0.07%
+3,591
561
$48K 0.07%
+390
562
$48K 0.07%
+417
563
$48K 0.07%
+228
564
$48K 0.07%
+980
565
$48K 0.07%
+937
566
$48K 0.07%
+2,577
567
$48K 0.07%
+1,505
568
$48K 0.07%
+599
569
$48K 0.07%
+278
570
$48K 0.07%
+8,426
571
$47K 0.07%
+1,907
572
$47K 0.07%
+783
573
$47K 0.07%
+182
574
$47K 0.07%
+360
575
$47K 0.07%
+277