C
Covestor Portfolio holdings
AUM
$181M
1-Year Est. Return
27.67%
1 Year Est. Return
+27.67%
AUM
$170M
AUM Growth
+$20.1M
(+13%)
Holding
2,889
Top Buys
| 1 | +$731K | |
| 2 | +$578K | |
| 3 | +$559K | |
| 4 |
Micron Technology
MU
|
+$528K |
| 5 |
SPDR Gold Trust
GLD
|
+$526K |
Top Sells
| 1 | +$697K | |
| 2 | +$651K | |
| 3 | +$607K | |
| 4 |
Microsoft
MSFT
|
+$479K |
| 5 |
NVIDIA
NVDA
|
+$433K |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Industrials | 13.65% |
| 3 | Financials | 13.22% |
| 4 | Healthcare | 9.97% |
| 5 | Consumer Discretionary | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lincoln National
LNC
$7.82B
| $254K | 0.15% |
7,342
+6,645
|
|
||
102
AppFolio
APPF
$9.05B
| $252K | 0.15% |
1,093
+60
|
|
||
103
Duolingo
DUOL
$9.3B
| $252K | 0.15% |
615
+190
|
|
||
104
Archer Daniels Midland
ADM
$27.4B
| $251K | 0.15% |
4,761
+486
|
|
||
105
Lear
LEA
$5.71B
| $251K | 0.15% |
2,638
+237
|
|
||
106
Trade Desk
TTD
$21B
| $251K | 0.15% |
3,487
+1,601
|
|
||
107
Arvinas
ARVN
$753M
| $250K | 0.15% |
34,003
-1,913
|
|
||
108
Cintas
CTAS
$74.4B
| $247K | 0.15% |
1,106
+509
|
|
||
109
State Street
STT
$33B
| $247K | 0.15% |
2,325
+1,754
|
|
||
110
InterDigital
IDCC
$9.53B
| $246K | 0.15% |
1,099
-147
|
|
||
111
Intuit
INTU
$181B
| $246K | 0.15% |
312
+50
|
|
||
112
Avnet
AVT
$3.84B
| $245K | 0.14% |
4,611
+41
|
|
||
113
McDonald's
MCD
$213B
| $244K | 0.14% |
835
+18
|
|
||
114
Portland General Electric
POR
$5.38B
| $243K | 0.14% |
5,983
-1,806
|
|
||
115
UGI
UGI
$7.3B
| $243K | 0.14% |
6,678
+5,882
|
|
||
116
Vanguard Energy ETF
VDE
$7.31B
| $242K | 0.14% |
2,032
+592
|
|
||
117
Lam Research
LRCX
$200B
| $240K | 0.14% |
2,467
-111
|
|
||
118
Zoom
ZM
$24.4B
| $240K | 0.14% |
3,080
-475
|
|
||
119
StoneX
SNEX
$4.65B
| $239K | 0.14% |
2,621
-183
|
|
||
120
Advanced Micro Devices
AMD
$380B
| $238K | 0.14% |
1,679
+603
|
|
||
121
Permian Resources
PR
$9.87B
| $237K | 0.14% |
17,385
+1,009
|
|
||
122
Meritage Homes
MTH
$4.72B
| $236K | 0.14% |
3,520
+279
|
|
||
123
Burford Capital
BUR
$1.96B
| $235K | 0.14% |
16,504
+9,319
|
|
||
124
Tradeweb Markets
TW
$23.3B
| $234K | 0.14% |
1,597
-323
|
|
||
125
Bunge Global
BG
$18.3B
| $233K | 0.14% |
2,902
-38
|
|