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
1301
$5K 0.01%
+198
1302
$5K 0.01%
+157
1303
$5K 0.01%
+47
1304
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+139
1305
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+82
1306
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+127
1307
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+175
1308
$5K 0.01%
+1,295
1309
$5K 0.01%
+84
1310
$5K 0.01%
+195
1311
$5K 0.01%
+219
1312
$5K 0.01%
+343
1313
$5K 0.01%
+82
1314
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+215
1315
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+63
1316
$5K 0.01%
+77
1317
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+298
1318
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+216
1319
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1320
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+22
1321
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+248
1322
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+381
1323
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+63
1324
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+86
1325
$5K 0.01%
+152