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
1251
$6K 0.01%
+310
1252
$6K 0.01%
+160
1253
$6K 0.01%
+160
1254
$6K 0.01%
+67
1255
$6K 0.01%
+377
1256
$6K 0.01%
+1,290
1257
$6K 0.01%
+111
1258
$6K 0.01%
+61
1259
$6K 0.01%
+223
1260
$6K 0.01%
+138
1261
$6K 0.01%
+130
1262
$6K 0.01%
+60
1263
$6K 0.01%
+136
1264
$6K 0.01%
+207
1265
$6K 0.01%
+52
1266
$6K 0.01%
+300
1267
$6K 0.01%
+169
1268
$6K 0.01%
+51
1269
$6K 0.01%
+202
1270
$6K 0.01%
+185
1271
$6K 0.01%
+417
1272
$6K 0.01%
+206
1273
$6K 0.01%
+211
1274
$6K 0.01%
+62
1275
$6K 0.01%
+277