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 20.29%
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
1451
$12K 0.01%
88
-461
1452
$12K 0.01%
126
+4
1453
$12K 0.01%
596
-3
1454
$12K 0.01%
312
+25
1455
$12K 0.01%
80
-115
1456
$12K 0.01%
295
+155
1457
$12K 0.01%
370
+25
1458
$12K 0.01%
365
-140
1459
$12K 0.01%
127
+106
1460
$12K 0.01%
629
-5,775
1461
$12K 0.01%
614
-309
1462
$12K 0.01%
329
-434
1463
$12K 0.01%
64
1464
$12K 0.01%
106
-7
1465
$12K 0.01%
143
+128
1466
$12K 0.01%
671
+48
1467
$12K 0.01%
33
-154
1468
$12K 0.01%
1,080
+579
1469
$12K 0.01%
382
-1,767
1470
$12K 0.01%
225
-238
1471
$12K 0.01%
109
1472
$12K 0.01%
94
+92
1473
$12K 0.01%
190
-550
1474
$12K 0.01%
145
+2
1475
$12K 0.01%
729
-41
57 58
59
60 61