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 20.22%
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
1351
$14K 0.01%
59
-23
1352
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104
1353
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139
-3
1354
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1355
$14K 0.01%
549
-559
1356
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366
-5
1357
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322
+71
1358
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431
+7
1359
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29
-10
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33
+2
1361
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331
-6
1362
$14K 0.01%
41
1363
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251
-804
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$13K 0.01%
398
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1365
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173
1366
$13K 0.01%
250
+20
1367
$13K 0.01%
+361
1368
$13K 0.01%
163
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1370
$13K 0.01%
87
+2
1371
$13K 0.01%
341
-38
1372
$13K 0.01%
103
-868
1373
$13K 0.01%
359
-1,827
1374
$13K 0.01%
52
-1
1375
$13K 0.01%
371
+25
53 54
55
56 57