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
776
$50K 0.04%
1,457
+176
777
$49K 0.04%
523
-230
778
$49K 0.04%
1,302
+331
779
$49K 0.04%
1,742
-1,104
780
$49K 0.04%
49
781
$49K 0.04%
9,407
+9,335
782
$49K 0.04%
522
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783
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1,193
-2,424
784
$48K 0.04%
4,503
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785
$48K 0.04%
1,012
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786
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508
787
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708
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788
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789
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$48K 0.04%
182
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291
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2,199
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799
$47K 0.04%
637
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800
$47K 0.04%
1,631
-429
30 31
32
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