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
1326
$15K 0.01%
252
-7
1327
$15K 0.01%
124
-49
1328
$15K 0.01%
15
+3
1329
$14K 0.01%
42
-197
1330
$14K 0.01%
3,712
+1,316
1331
$14K 0.01%
382
-4,402
1332
$14K 0.01%
59
-23
1333
$14K 0.01%
104
1334
$14K 0.01%
139
-3
1335
$14K 0.01%
128
-1
1336
$14K 0.01%
549
-559
1337
$14K 0.01%
366
-5
1338
$14K 0.01%
322
+71
1339
$14K 0.01%
431
+7
1340
$14K 0.01%
122
+8
1341
$14K 0.01%
107
+36
1342
$14K 0.01%
167
-1
1343
$14K 0.01%
29
-10
1344
$14K 0.01%
454
-41
1345
$14K 0.01%
653
+11
1346
$14K 0.01%
508
+28
1347
$14K 0.01%
33
+2
1348
$14K 0.01%
386
+20
1349
$14K 0.01%
192
-1,500
1350
$14K 0.01%
186
-2
52 53
54
55 56