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
1526
$11K 0.01%
3,095
+1,572
1527
$11K 0.01%
731
+44
1528
$11K 0.01%
93
+8
1529
$11K 0.01%
491
+485
1530
$11K 0.01%
+3,373
1531
$11K 0.01%
136
-21
1532
$11K 0.01%
353
+30
1533
$11K 0.01%
527
-2
1534
$11K 0.01%
314
-52
1535
$11K 0.01%
156
-85
1536
$11K 0.01%
77
-80
1537
$11K 0.01%
208
-128
1538
$11K 0.01%
761
+127
1539
$11K 0.01%
295
-1
1540
$11K 0.01%
175
-79
1541
$11K 0.01%
1,026
+5
1542
$11K 0.01%
228
+80
1543
$11K 0.01%
179
-2
1544
$11K 0.01%
845
+61
1545
$11K 0.01%
305
-62
1546
$11K 0.01%
93
+33
1547
$11K 0.01%
487
1548
$11K 0.01%
247
-932
1549
$11K 0.01%
6
1550
$11K 0.01%
1,033
-152
60 61
62
63 64