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
876
$48K 0.03%
1,575
+158
877
$47K 0.03%
1,174
+195
878
$47K 0.03%
642
-11
879
$47K 0.03%
2,314
-2,449
880
$47K 0.03%
1,341
+222
881
$47K 0.03%
258
+64
882
$47K 0.03%
749
+429
883
$47K 0.03%
1,448
+39
884
$47K 0.03%
207
+4
885
$46K 0.03%
213
+15
886
$46K 0.03%
2,721
-13,343
887
$46K 0.03%
285
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888
$46K 0.03%
1,575
-21
889
$46K 0.03%
756
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890
$46K 0.03%
25,567
+11,705
891
$46K 0.03%
+1,447
892
$45K 0.03%
1,031
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893
$45K 0.03%
809
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894
$45K 0.03%
1,256
+400
895
$45K 0.03%
244
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896
$45K 0.03%
479
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897
$45K 0.03%
2,290
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898
$45K 0.03%
449
+249
899
$45K 0.03%
1,250
-140
900
$45K 0.03%
439
-3
34 35
36
37 38