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
1376
$13K 0.01%
103
-868
1377
$13K 0.01%
359
-1,827
1378
$13K 0.01%
52
-1
1379
$13K 0.01%
371
+25
1380
$13K 0.01%
310
+267
1381
$13K 0.01%
194
+189
1382
$13K 0.01%
354
-3,556
1383
$13K 0.01%
840
-265
1384
$13K 0.01%
148
-20
1385
$13K 0.01%
120
-8
1386
$13K 0.01%
586
-1,331
1387
$13K 0.01%
180
+2
1388
$13K 0.01%
107
-21
1389
$13K 0.01%
121
-1,104
1390
$13K 0.01%
991
+85
1391
$13K 0.01%
1,103
1392
$13K 0.01%
208
+17
1393
$13K 0.01%
556
-463
1394
$13K 0.01%
397
+29
1395
$13K 0.01%
564
-195
1396
$13K 0.01%
30
1397
$13K 0.01%
53
-2
1398
$13K 0.01%
220
+42
1399
$13K 0.01%
175
-1,814
1400
$13K 0.01%
802
54 55
56
57 58