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
1276
$17K 0.01%
172
-471
1277
$17K 0.01%
345
+111
1278
$17K 0.01%
72
+33
1279
$17K 0.01%
856
+46
1280
$17K 0.01%
170
-17
1281
$16K 0.01%
549
+45
1282
$16K 0.01%
286
1283
$16K 0.01%
424
+103
1284
$16K 0.01%
191
-5
1285
$16K 0.01%
84
+11
1286
$16K 0.01%
2,170
+324
1287
$16K 0.01%
160
-432
1288
$16K 0.01%
52
+23
1289
$16K 0.01%
445
+36
1290
$16K 0.01%
89
-20
1291
$16K 0.01%
473
-99
1292
$16K 0.01%
259
+6
1293
$16K 0.01%
110
+3
1294
$16K 0.01%
88
-336
1295
$16K 0.01%
50
-1
1296
$16K 0.01%
78
-281
1297
$16K 0.01%
273
+3
1298
$16K 0.01%
294
-204
1299
$16K 0.01%
1,269
+388
1300
$16K 0.01%
100
-516
50 51
52
53 54