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
1126
$8K 0.01%
+318
1127
$8K 0.01%
+59
1128
$8K 0.01%
+53
1129
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+211
1130
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1131
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1132
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+172
1133
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+137
1134
$8K 0.01%
+241
1135
$7K 0.01%
+40
1136
$7K 0.01%
+279
1137
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1138
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+262
1139
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1140
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1141
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1142
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1143
$7K 0.01%
+321
1144
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+1,443
1145
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1146
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+32
1147
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+198
1148
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+122
1149
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+47
1150
$7K 0.01%
+389