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 19.74%
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
1476
$9K 0.01%
149
+7
1477
$9K 0.01%
249
-123
1478
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317
+305
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323
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348
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168
-2,352
1482
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151
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19
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214
-1,195
1485
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355
+67
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$9K 0.01%
958
+621
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838
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811
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1490
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144
+13
1491
$9K 0.01%
2,421
+2,420
1492
$9K 0.01%
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$9K 0.01%
94
1495
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733
+716
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$9K 0.01%
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-79
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$9K 0.01%
220
-1
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$9K 0.01%
921
+71
1499
$9K 0.01%
31
1500
$9K 0.01%
338