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
1026
$32K 0.02%
487
+481
1027
$32K 0.02%
403
+107
1028
$32K 0.02%
259
+16
1029
$32K 0.02%
82
+1
1030
$32K 0.02%
785
+3
1031
$32K 0.02%
202
+2
1032
$32K 0.02%
271
+80
1033
$32K 0.02%
54
-108
1034
$32K 0.02%
713
+410
1035
$31K 0.02%
181
-513
1036
$31K 0.02%
180
+1
1037
$31K 0.02%
158
+4
1038
$31K 0.02%
201
+2
1039
$31K 0.02%
65
+10
1040
$31K 0.02%
1,011
+83
1041
$31K 0.02%
25
+14
1042
$31K 0.02%
566
-93
1043
$31K 0.02%
360
-436
1044
$31K 0.02%
867
1045
$30K 0.02%
596
+24
1046
$30K 0.02%
282
-10
1047
$30K 0.02%
486
-664
1048
$30K 0.02%
631
+247
1049
$30K 0.02%
159
1050
$30K 0.02%
357
+2
40 41
42
43 44