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
1451
$10K 0.01%
518
-112
1452
$10K 0.01%
588
+1
1453
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86
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1454
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231
-8
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25
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170
-36
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$10K 0.01%
428
-87
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552
+11
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$9K 0.01%
355
+67
1460
$9K 0.01%
958
+621
1461
$9K 0.01%
838
-12
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$9K 0.01%
2,421
+2,420
1463
$9K 0.01%
164
-471
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$9K 0.01%
146
-351
1465
$9K 0.01%
94
1466
$9K 0.01%
733
+716
1467
$9K 0.01%
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-79
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$9K 0.01%
637
-541
1469
$9K 0.01%
1,144
-33
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$9K 0.01%
397
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1471
$9K 0.01%
161
+23
1472
$9K 0.01%
38
-9
1473
$9K 0.01%
276
-118
1474
$9K 0.01%
6
1475
$9K 0.01%
76
-1
57 58
59
60 61