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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$4K 0.01%
+52
1427
$4K 0.01%
+94
1428
$4K 0.01%
+205
1429
$4K 0.01%
+139
1430
$4K 0.01%
+25
1431
$4K 0.01%
+42
1432
$4K 0.01%
+12
1433
$4K 0.01%
+109
1434
$4K 0.01%
+305
1435
$4K 0.01%
+120
1436
$4K 0.01%
+87
1437
$4K 0.01%
+107
1438
$4K 0.01%
+233
1439
$4K 0.01%
+140
1440
$4K 0.01%
+416
1441
$4K 0.01%
+121
1442
$4K 0.01%
+97
1443
$4K 0.01%
+21
1444
$3K ﹤0.01%
+67
1445
$3K ﹤0.01%
+32
1446
$3K ﹤0.01%
+90
1447
$3K ﹤0.01%
+19
1448
$3K ﹤0.01%
+152
1449
$3K ﹤0.01%
+17
1450
$3K ﹤0.01%
+127