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
$157M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,953
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$439K
3
+$414K
4
AVGO icon
Broadcom
AVGO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$3.33M
2
+$1.73M
3
+$649K
4
XOM icon
Exxon Mobil
XOM
+$394K
5
PHM icon
Pultegroup
PHM
+$261K

Sector Composition

1 Technology 20.29%
2 Industrials 12.9%
3 Healthcare 11.09%
4 Consumer Discretionary 10.02%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$42K 0.03%
1,337
+431
952
$42K 0.03%
3,550
-3,071
953
$42K 0.03%
711
+709
954
$42K 0.03%
9,396
955
$42K 0.03%
486
-45
956
$41K 0.03%
922
+738
957
$41K 0.03%
4,003
+1,999
958
$41K 0.03%
1,934
+1,924
959
$41K 0.03%
442
-97
960
$41K 0.03%
643
961
$40K 0.03%
1,810
-5,296
962
$40K 0.03%
940
+674
963
$40K 0.03%
157
-150
964
$40K 0.03%
2,701
-128
965
$40K 0.03%
259
+96
966
$40K 0.03%
1,147
-54
967
$39K 0.02%
46
-6
968
$39K 0.02%
5,706
+5,688
969
$39K 0.02%
534
-134
970
$39K 0.02%
71
+8
971
$39K 0.02%
154
+48
972
$39K 0.02%
331
-127
973
$39K 0.02%
411
-221
974
$39K 0.02%
1,766
-83
975
$39K 0.02%
381
-9
37 38
39
40 41