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
1276
$14K 0.01%
535
-1,689
1277
$14K 0.01%
215
+205
1278
$14K 0.01%
96
1279
$14K 0.01%
1,676
+1,526
1280
$14K 0.01%
331
-224
1281
$14K 0.01%
106
-1
1282
$14K 0.01%
206
-5
1283
$13K 0.01%
1,704
+1,575
1284
$13K 0.01%
1,398
-8,742
1285
$13K 0.01%
48
-1
1286
$13K 0.01%
179
1287
$13K 0.01%
146
+73
1288
$13K 0.01%
66
1289
$13K 0.01%
353
1290
$13K 0.01%
250
-8
1291
$13K 0.01%
367
-173
1292
$13K 0.01%
863
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1293
$13K 0.01%
872
+32
1294
$13K 0.01%
229
-30
1295
$13K 0.01%
1,097
1296
$13K 0.01%
11
-1
1297
$13K 0.01%
207
1298
$13K 0.01%
526
-284
1299
$13K 0.01%
750
-8
1300
$13K 0.01%
566
-296
50 51
52
53 54