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
$157M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,953
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$439K
3
+$414K
4
AVGO icon
Broadcom
AVGO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$3.33M
2
+$1.73M
3
+$649K
4
XOM icon
Exxon Mobil
XOM
+$394K
5
PHM icon
Pultegroup
PHM
+$261K

Sector Composition

1 Technology 20.29%
2 Industrials 12.9%
3 Healthcare 11.09%
4 Consumer Discretionary 10.02%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$18K 0.01%
290
-5
1252
$18K 0.01%
341
+10
1253
$18K 0.01%
296
+30
1254
$18K 0.01%
367
-960
1255
$18K 0.01%
678
-30
1256
$18K 0.01%
1,598
+29
1257
$18K 0.01%
193
1258
$18K 0.01%
452
+21
1259
$18K 0.01%
76
-2
1260
$18K 0.01%
123
-21
1261
$18K 0.01%
620
-447
1262
$17K 0.01%
2,382
-6,609
1263
$17K 0.01%
133
-658
1264
$17K 0.01%
131
-1
1265
$17K 0.01%
5,346
+2,594
1266
$17K 0.01%
286
+44
1267
$17K 0.01%
208
+136
1268
$17K 0.01%
686
-2,318
1269
$17K 0.01%
354
-2
1270
$17K 0.01%
147
-6
1271
$17K 0.01%
65
1272
$17K 0.01%
120
-105
1273
$17K 0.01%
493
+71
1274
$17K 0.01%
+1,011
1275
$17K 0.01%
219
+101
49 50
51
52 53