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 19.93%
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
1351
$14K 0.01%
931
1352
$14K 0.01%
1,571
+936
1353
$14K 0.01%
1,103
+6
1354
$14K 0.01%
104
+84
1355
$14K 0.01%
409
-1,031
1356
$14K 0.01%
546
-111
1357
$14K 0.01%
29
-8
1358
$14K 0.01%
191
-58
1359
$14K 0.01%
758
-1,626
1360
$14K 0.01%
182
1361
$14K 0.01%
41
-1
1362
$14K 0.01%
300
+3
1363
$14K 0.01%
+490
1364
$14K 0.01%
157
1365
$14K 0.01%
1,045
-581
1366
$13K 0.01%
662
-15
1367
$13K 0.01%
1,366
-32
1368
$13K 0.01%
327
+10
1369
$13K 0.01%
820
+5
1370
$13K 0.01%
252
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1371
$13K 0.01%
31
1372
$13K 0.01%
244
-6
1373
$13K 0.01%
186
-4
1374
$13K 0.01%
142
+4
1375
$13K 0.01%
401
+2
53 54
55
56 57