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
1526
$11K 0.01%
808
+278
1527
$11K 0.01%
159
-47
1528
$11K 0.01%
330
+1
1529
$11K 0.01%
188
-1
1530
$11K 0.01%
153
+151
1531
$10K 0.01%
300
+6
1532
$10K 0.01%
86
+1
1533
$10K 0.01%
164
-1,802
1534
$10K 0.01%
81
+12
1535
$10K 0.01%
599
+139
1536
$10K 0.01%
345
+134
1537
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149
-1
1538
$10K 0.01%
184
+180
1539
$10K 0.01%
374
+119
1540
$10K 0.01%
19
1541
$10K 0.01%
335
-14
1542
$10K 0.01%
335
+61
1543
$10K 0.01%
137
+38
1544
$10K 0.01%
87
1545
$10K 0.01%
478
-2
1546
$10K 0.01%
324
+5
1547
$10K 0.01%
87
1548
$10K 0.01%
146
+143
1549
$10K 0.01%
201
+198
1550
$10K 0.01%
235
+35
60 61
62
63 64