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
$132M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,955
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$833K
4
GLD icon
SPDR Gold Trust
GLD
+$664K
5
AYX
Alteryx Inc
AYX
+$561K

Top Sells

1
+$270K
2
+$266K
3
+$219K
4
RITM icon
Rithm Capital
RITM
+$193K
5
TRTN
Triton International Limited
TRTN
+$181K

Sector Composition

1 Technology 19.74%
2 Financials 12.23%
3 Industrials 11.41%
4 Healthcare 10.79%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$64K 0.05%
1,073
-869
652
$64K 0.05%
327
+84
653
$64K 0.05%
548
-178
654
$64K 0.05%
306
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655
$64K 0.05%
211
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656
$63K 0.05%
366
-15
657
$63K 0.05%
781
-4
658
$63K 0.05%
458
-402
659
$63K 0.05%
663
-361
660
$63K 0.05%
1,365
-345
661
$63K 0.05%
1,387
+159
662
$63K 0.05%
1,378
+126
663
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6,127
-1,131
664
$62K 0.05%
652
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665
$62K 0.05%
84
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666
$62K 0.05%
758
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$62K 0.05%
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668
$62K 0.05%
424
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669
$62K 0.05%
1,181
-2
670
$61K 0.05%
440
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671
$61K 0.05%
3,093
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672
$61K 0.05%
104
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673
$61K 0.05%
1,933
+372
674
$61K 0.05%
965
-234
675
$61K 0.05%
354
-230
25 26
27
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