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 19.93%
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
1251
$17K 0.01%
318
1252
$17K 0.01%
836
1253
$17K 0.01%
223
-44
1254
$17K 0.01%
957
+94
1255
$17K 0.01%
268
-259
1256
$17K 0.01%
295
+5
1257
$17K 0.01%
331
+27
1258
$17K 0.01%
1,991
+28
1259
$17K 0.01%
757
+81
1260
$17K 0.01%
998
+38
1261
$17K 0.01%
98
+3
1262
$17K 0.01%
572
-978
1263
$17K 0.01%
92
-30
1264
$17K 0.01%
337
+6
1265
$17K 0.01%
196
-8
1266
$16K 0.01%
122
-236
1267
$16K 0.01%
82
+34
1268
$16K 0.01%
65
1269
$16K 0.01%
881
+1
1270
$16K 0.01%
320
+2
1271
$16K 0.01%
239
+3
1272
$16K 0.01%
591
+3
1273
$16K 0.01%
1,569
-788
1274
$16K 0.01%
410
-654
1275
$16K 0.01%
1,459
+1,438
49 50
51
52 53