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
1476
$11K 0.01%
123
1477
$11K 0.01%
174
-4
1478
$11K 0.01%
942
+112
1479
$11K 0.01%
290
-292
1480
$11K 0.01%
771
+420
1481
$11K 0.01%
1,094
+486
1482
$11K 0.01%
129
-1,005
1483
$11K 0.01%
346
+57
1484
$11K 0.01%
2,671
+250
1485
$11K 0.01%
164
+4
1486
$11K 0.01%
712
+284
1487
$11K 0.01%
166
+2
1488
$11K 0.01%
94
1489
$11K 0.01%
90
1490
$11K 0.01%
36
+6
1491
$11K 0.01%
254
+245
1492
$11K 0.01%
608
+179
1493
$11K 0.01%
287
-18
1494
$11K 0.01%
469
+189
1495
$11K 0.01%
187
-886
1496
$11K 0.01%
236
-7
1497
$11K 0.01%
287
-1,512
1498
$11K 0.01%
191
+30
1499
$11K 0.01%
241
+1
1500
$11K 0.01%
368
+59
58 59
60
61 62