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
$132M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,955
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$833K
4
GLD icon
SPDR Gold Trust
GLD
+$664K
5
AYX
Alteryx Inc
AYX
+$561K

Top Sells

1
+$270K
2
+$266K
3
+$219K
4
RITM icon
Rithm Capital
RITM
+$193K
5
TRTN
Triton International Limited
TRTN
+$181K

Sector Composition

1 Technology 19.64%
2 Financials 12.23%
3 Industrials 11.41%
4 Healthcare 10.79%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$10K 0.01%
466
-2
1427
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366
-1
1428
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178
+5
1429
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830
+702
1430
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668
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1431
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244
-60
1432
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335
-884
1433
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165
-550
1434
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90
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1435
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94
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1436
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112
1437
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763
+203
1438
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158
-2
1439
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153
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151
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$10K 0.01%
72
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907
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-5
1445
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438
1446
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759
+52
1447
$10K 0.01%
630
-136
1448
$10K 0.01%
240
-4
1449
$10K 0.01%
304
-2
1450
$10K 0.01%
189
-1
56 57
58
59 60