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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$8K 0.01%
+161
1102
$8K 0.01%
+264
1103
$8K 0.01%
+94
1104
$8K 0.01%
+25
1105
$8K 0.01%
+115
1106
$8K 0.01%
+74
1107
$8K 0.01%
+19
1108
$8K 0.01%
+54
1109
$8K 0.01%
+166
1110
$8K 0.01%
+187
1111
$8K 0.01%
+592
1112
$8K 0.01%
+299
1113
$8K 0.01%
+61
1114
$8K 0.01%
+39
1115
$8K 0.01%
+87
1116
$8K 0.01%
+63
1117
$8K 0.01%
+106
1118
$8K 0.01%
+137
1119
$8K 0.01%
+55
1120
$8K 0.01%
+136
1121
$8K 0.01%
+18
1122
$8K 0.01%
+81
1123
$8K 0.01%
+79
1124
$8K 0.01%
+196
1125
$8K 0.01%
+507