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
1276
$6K 0.01%
+1,011
1277
$6K 0.01%
+72
1278
$6K 0.01%
+253
1279
$6K 0.01%
+87
1280
$6K 0.01%
+188
1281
$5K 0.01%
+110
1282
$5K 0.01%
+162
1283
$5K 0.01%
+603
1284
$5K 0.01%
+122
1285
$5K 0.01%
+201
1286
$5K 0.01%
+17
1287
$5K 0.01%
+100
1288
$5K 0.01%
+41
1289
$5K 0.01%
+57
1290
$5K 0.01%
+45
1291
$5K 0.01%
+178
1292
$5K 0.01%
+65
1293
$5K 0.01%
+124
1294
$5K 0.01%
+241
1295
$5K 0.01%
+178
1296
$5K 0.01%
+202
1297
$5K 0.01%
+123
1298
$5K 0.01%
+140
1299
$5K 0.01%
+79
1300
$5K 0.01%
+214