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
1401
$13K 0.01%
340
+26
1402
$13K 0.01%
623
+102
1403
$13K 0.01%
190
1404
$13K 0.01%
25
1405
$13K 0.01%
307
+136
1406
$13K 0.01%
487
+12
1407
$12K 0.01%
230
+4
1408
$12K 0.01%
276
-105
1409
$12K 0.01%
85
1410
$12K 0.01%
379
+53
1411
$12K 0.01%
277
+3
1412
$12K 0.01%
704
+118
1413
$12K 0.01%
78
-69
1414
$12K 0.01%
114
1415
$12K 0.01%
236
-87
1416
$12K 0.01%
153
+67
1417
$12K 0.01%
160
+2
1418
$12K 0.01%
784
+751
1419
$12K 0.01%
243
1420
$12K 0.01%
212
-17
1421
$12K 0.01%
178
+29
1422
$12K 0.01%
1,538
+1,305
1423
$12K 0.01%
4,872
+3,076
1424
$12K 0.01%
182
+26
1425
$12K 0.01%
168
-469
55 56
57
58 59