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
701
$36K 0.05%
+301
702
$36K 0.05%
+464
703
$36K 0.05%
+981
704
$35K 0.05%
+1,411
705
$35K 0.05%
+317
706
$35K 0.05%
+457
707
$35K 0.05%
+153
708
$35K 0.05%
+225
709
$35K 0.05%
+99
710
$35K 0.05%
+421
711
$35K 0.05%
+298
712
$35K 0.05%
+262
713
$34K 0.05%
+516
714
$34K 0.05%
+410
715
$34K 0.05%
+174
716
$34K 0.05%
+100
717
$34K 0.05%
+327
718
$34K 0.05%
+1,813
719
$34K 0.05%
+241
720
$33K 0.05%
+296
721
$33K 0.05%
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722
$33K 0.05%
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723
$33K 0.05%
+384
724
$33K 0.05%
+362
725
$33K 0.05%
+569