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
1151
$7K 0.01%
+93
1152
$7K 0.01%
+34
1153
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+18
1154
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+73
1155
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1156
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+330
1157
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+155
1158
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+200
1159
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+62
1160
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+226
1161
$7K 0.01%
+254
1162
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+405
1163
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+69
1164
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1165
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1166
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1167
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1168
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1169
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1170
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1171
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+110
1172
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+204
1173
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+97
1174
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+70
1175
$7K 0.01%
+231