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
$146M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,943
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$573K
3
+$296K
4
HUBS icon
HubSpot
HUBS
+$238K
5
ARCH
Arch Resources, Inc.
ARCH
+$206K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$1.05M
4
OBE
Obsidian Energy
OBE
+$941K
5
AYX
Alteryx Inc
AYX
+$829K

Sector Composition

1 Technology 20.01%
2 Financials 12.48%
3 Industrials 12.44%
4 Healthcare 10.66%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$63K 0.04%
1,931
+1,881
752
$62K 0.04%
752
+180
753
$62K 0.04%
2,155
-738
754
$62K 0.04%
1,658
+409
755
$62K 0.04%
2,687
-2,167
756
$61K 0.04%
234
-12
757
$61K 0.04%
856
+148
758
$61K 0.04%
1,888
-516
759
$61K 0.04%
278
-534
760
$61K 0.04%
982
+657
761
$60K 0.04%
3,171
+1,118
762
$60K 0.04%
777
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763
$60K 0.04%
804
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764
$60K 0.04%
3,416
+1,325
765
$60K 0.04%
1,224
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766
$60K 0.04%
1,576
+1,126
767
$60K 0.04%
643
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768
$60K 0.04%
3,581
+693
769
$60K 0.04%
1,936
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770
$59K 0.04%
4,709
+206
771
$59K 0.04%
1,445
+359
772
$59K 0.04%
3,384
+114
773
$59K 0.04%
545
+178
774
$59K 0.04%
885
+548
775
$59K 0.04%
1,024
+1,016
29 30
31
32 33