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
1201
$20K 0.01%
566
+43
1202
$20K 0.01%
425
+238
1203
$20K 0.01%
612
+58
1204
$20K 0.01%
362
-181
1205
$20K 0.01%
83
+12
1206
$20K 0.01%
272
+1
1207
$20K 0.01%
947
+154
1208
$19K 0.01%
258
-8
1209
$19K 0.01%
127
+10
1210
$19K 0.01%
534
+67
1211
$19K 0.01%
425
+2
1212
$19K 0.01%
509
-74
1213
$19K 0.01%
459
-377
1214
$19K 0.01%
3,357
+742
1215
$19K 0.01%
1,051
+179
1216
$19K 0.01%
923
-65
1217
$19K 0.01%
2,215
+1,218
1218
$19K 0.01%
765
-3,996
1219
$19K 0.01%
759
+9
1220
$19K 0.01%
200
+40
1221
$19K 0.01%
156
+2
1222
$19K 0.01%
431
+66
1223
$19K 0.01%
261
-1
1224
$19K 0.01%
78
1225
$19K 0.01%
4,838
+4,829
47 48
49
50 51