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
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$13K 0.01%
315
-88
1377
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168
+1
1378
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495
1379
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74
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1380
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642
+12
1381
$13K 0.01%
266
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1382
$13K 0.01%
431
+298
1383
$13K 0.01%
209
1384
$13K 0.01%
107
+1
1385
$13K 0.01%
295
1386
$13K 0.01%
41
1387
$13K 0.01%
73
1388
$13K 0.01%
922
+423
1389
$13K 0.01%
107
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1390
$13K 0.01%
140
+19
1391
$13K 0.01%
53
+2
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$13K 0.01%
78
-79
1393
$13K 0.01%
383
+377
1394
$13K 0.01%
513
-17
1395
$13K 0.01%
31
1396
$13K 0.01%
529
+11
1397
$13K 0.01%
366
+117
1398
$13K 0.01%
2,864
+2,840
1399
$13K 0.01%
188
-46
1400
$13K 0.01%
241
+220
54 55
56
57 58