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 20.01%
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
1276
$16K 0.01%
320
+2
1277
$16K 0.01%
239
+3
1278
$16K 0.01%
253
+22
1279
$16K 0.01%
436
-919
1280
$16K 0.01%
109
-2
1281
$16K 0.01%
591
+3
1282
$16K 0.01%
1,569
-788
1283
$16K 0.01%
410
-654
1284
$16K 0.01%
1,459
+1,438
1285
$16K 0.01%
72
-1
1286
$16K 0.01%
193
1287
$16K 0.01%
475
+85
1288
$16K 0.01%
97
+1
1289
$16K 0.01%
1,846
-81
1290
$16K 0.01%
32
-1
1291
$16K 0.01%
583
+2
1292
$16K 0.01%
414
-2,296
1293
$16K 0.01%
904
-1,601
1294
$15K 0.01%
2,396
+692
1295
$15K 0.01%
347
-1
1296
$15K 0.01%
140
+1
1297
$15K 0.01%
104
1298
$15K 0.01%
174
1299
$15K 0.01%
68
+3
1300
$15K 0.01%
185
+67
50 51
52
53 54