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
1526
$8K 0.01%
666
+18
1527
$8K 0.01%
499
+11
1528
$8K 0.01%
274
-155
1529
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121
-39
1530
$8K 0.01%
326
+19
1531
$8K 0.01%
87
1532
$8K 0.01%
200
+5
1533
$8K 0.01%
718
-578
1534
$8K 0.01%
279
-1
1535
$8K 0.01%
425
-7
1536
$8K 0.01%
1,022
+960
1537
$8K 0.01%
289
-9
1538
$8K 0.01%
582
+27
1539
$8K 0.01%
118
+12
1540
$8K 0.01%
239
-418
1541
$8K 0.01%
+423
1542
$8K 0.01%
265
-4
1543
$8K 0.01%
30
-7
1544
$8K 0.01%
+183
1545
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46
1546
$8K 0.01%
454
-29
1547
$8K 0.01%
114
-107
1548
$8K 0.01%
817
+1
1549
$8K 0.01%
81
+30
1550
$8K 0.01%
149
+6
60 61
62
63 64