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
776
$59K 0.04%
210
777
$58K 0.04%
4,962
-1,165
778
$58K 0.04%
798
-631
779
$58K 0.04%
583
+80
780
$58K 0.04%
685
+81
781
$58K 0.04%
1,211
+463
782
$58K 0.04%
592
+451
783
$58K 0.04%
1,355
+450
784
$58K 0.04%
753
+543
785
$57K 0.04%
248
-20
786
$57K 0.04%
353
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787
$57K 0.04%
2,079
+1,736
788
$57K 0.04%
681
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789
$57K 0.04%
226
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790
$57K 0.04%
227
+81
791
$57K 0.04%
821
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792
$57K 0.04%
1,985
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793
$56K 0.04%
8,991
-1,387
794
$56K 0.04%
1,063
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795
$56K 0.04%
2,791
-70
796
$56K 0.04%
777
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797
$56K 0.04%
+5,018
798
$56K 0.04%
1,471
-160
799
$56K 0.04%
280
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800
$56K 0.04%
400
+290
30 31
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