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 19.04%
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
1326
$5K 0.01%
+157
1327
$5K 0.01%
+47
1328
$5K 0.01%
+139
1329
$5K 0.01%
+82
1330
$5K 0.01%
+127
1331
$5K 0.01%
+175
1332
$5K 0.01%
+1,295
1333
$5K 0.01%
+84
1334
$5K 0.01%
+195
1335
$5K 0.01%
+219
1336
$5K 0.01%
+343
1337
$5K 0.01%
+82
1338
$5K 0.01%
+215
1339
$5K 0.01%
+381
1340
$5K 0.01%
+63
1341
$5K 0.01%
+86
1342
$5K 0.01%
+152
1343
$5K 0.01%
+197
1344
$5K 0.01%
+47
1345
$5K 0.01%
+36
1346
$5K 0.01%
+202
1347
$5K 0.01%
+97
1348
$5K 0.01%
+18
1349
$5K 0.01%
+121
1350
$5K 0.01%
+389