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 20.22%
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
1426
$12K 0.01%
363
-5,026
1427
$12K 0.01%
168
+8
1428
$12K 0.01%
107
+9
1429
$12K 0.01%
295
+155
1430
$12K 0.01%
671
+48
1431
$12K 0.01%
33
-154
1432
$12K 0.01%
1,080
+579
1433
$12K 0.01%
382
-1,767
1434
$12K 0.01%
225
-238
1435
$12K 0.01%
145
+2
1436
$12K 0.01%
729
-41
1437
$12K 0.01%
417
-166
1438
$12K 0.01%
260
-1
1439
$12K 0.01%
276
-3
1440
$12K 0.01%
164
1441
$12K 0.01%
262
+1
1442
$12K 0.01%
286
-9
1443
$12K 0.01%
784
+2
1444
$12K 0.01%
475
-91
1445
$12K 0.01%
312
-153
1446
$12K 0.01%
273
-4
1447
$12K 0.01%
768
+64
1448
$12K 0.01%
122
-1
1449
$12K 0.01%
3,336
-2
1450
$12K 0.01%
165
-338
56 57
58
59 60