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 20.01%
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
1451
$12K 0.01%
270
-243
1452
$12K 0.01%
321
+9
1453
$12K 0.01%
49
-4
1454
$12K 0.01%
90
1455
$12K 0.01%
779
+126
1456
$12K 0.01%
213
+3
1457
$12K 0.01%
80
+4
1458
$12K 0.01%
+1,073
1459
$11K 0.01%
50
1460
$11K 0.01%
782
+3
1461
$11K 0.01%
177
+173
1462
$11K 0.01%
140
+49
1463
$11K 0.01%
88
-256
1464
$11K 0.01%
275
-93
1465
$11K 0.01%
124
-371
1466
$11K 0.01%
399
+222
1467
$11K 0.01%
410
+403
1468
$11K 0.01%
186
+18
1469
$11K 0.01%
151
1470
$11K 0.01%
218
+4
1471
$11K 0.01%
278
-495
1472
$11K 0.01%
958
1473
$11K 0.01%
326
-886
1474
$11K 0.01%
849
+11
1475
$11K 0.01%
224
-42
57 58
59
60 61