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
1251
$15K 0.01%
952
+19
1252
$14K 0.01%
113
+14
1253
$14K 0.01%
51
-35
1254
$14K 0.01%
139
1255
$14K 0.01%
+815
1256
$14K 0.01%
266
-1,068
1257
$14K 0.01%
582
+291
1258
$14K 0.01%
663
-51
1259
$14K 0.01%
179
-346
1260
$14K 0.01%
+174
1261
$14K 0.01%
65
-51
1262
$14K 0.01%
302
-6
1263
$14K 0.01%
15
-7
1264
$14K 0.01%
880
1265
$14K 0.01%
3,716
+830
1266
$14K 0.01%
29
-10
1267
$14K 0.01%
760
+535
1268
$14K 0.01%
+439
1269
$14K 0.01%
290
-17
1270
$14K 0.01%
391
-1
1271
$14K 0.01%
+1,963
1272
$14K 0.01%
168
1273
$14K 0.01%
2,565
-764
1274
$14K 0.01%
95
+3
1275
$14K 0.01%
150
-125
49 50
51
52 53