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
$132M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,955
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$833K
4
GLD icon
SPDR Gold Trust
GLD
+$664K
5
AYX
Alteryx Inc
AYX
+$561K

Top Sells

1
+$270K
2
+$266K
3
+$219K
4
RITM icon
Rithm Capital
RITM
+$193K
5
TRTN
Triton International Limited
TRTN
+$181K

Sector Composition

1 Technology 19.74%
2 Financials 12.23%
3 Industrials 11.41%
4 Healthcare 10.79%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$19K 0.01%
1,949
+1,388
1127
$19K 0.01%
423
-4
1128
$19K 0.01%
499
+8
1129
$19K 0.01%
254
-1
1130
$19K 0.01%
329
-1
1131
$19K 0.01%
135
+1
1132
$19K 0.01%
164
+3
1133
$19K 0.01%
189
+101
1134
$19K 0.01%
111
+27
1135
$19K 0.01%
122
-135
1136
$19K 0.01%
1,302
+143
1137
$19K 0.01%
78
-4
1138
$19K 0.01%
101
-374
1139
$19K 0.01%
524
-306
1140
$19K 0.01%
325
+43
1141
$18K 0.01%
121
1142
$18K 0.01%
+1,801
1143
$18K 0.01%
742
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1144
$18K 0.01%
381
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1145
$18K 0.01%
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1146
$18K 0.01%
276
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1147
$18K 0.01%
839
+483
1148
$18K 0.01%
836
1149
$18K 0.01%
95
-247
1150
$18K 0.01%
236
-27
44 45
46
47 48