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
1351
$14K 0.01%
199
-1,888
1352
$14K 0.01%
362
1353
$14K 0.01%
220
+9
1354
$14K 0.01%
96
-1
1355
$14K 0.01%
182
1356
$14K 0.01%
331
-6
1357
$14K 0.01%
41
1358
$14K 0.01%
451
-906
1359
$14K 0.01%
490
+305
1360
$14K 0.01%
90
1361
$14K 0.01%
626
+122
1362
$14K 0.01%
4,056
-1,246
1363
$13K 0.01%
601
-1
1364
$13K 0.01%
1,379
+13
1365
$13K 0.01%
228
-377
1366
$13K 0.01%
251
-804
1367
$13K 0.01%
398
-1
1368
$13K 0.01%
173
1369
$13K 0.01%
250
+20
1370
$13K 0.01%
+361
1371
$13K 0.01%
163
-127
1372
$13K 0.01%
277
-1
1373
$13K 0.01%
87
+2
1374
$13K 0.01%
341
-38
1375
$13K 0.01%
2,344
-3,618
53 54
55
56 57