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
$71.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$974K
3
+$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
+18
1552
$2K ﹤0.01%
+19
1553
$2K ﹤0.01%
+25
1554
$2K ﹤0.01%
+58
1555
$2K ﹤0.01%
+67
1556
$2K ﹤0.01%
+30
1557
$2K ﹤0.01%
+22
1558
$2K ﹤0.01%
+11
1559
$2K ﹤0.01%
+51
1560
$2K ﹤0.01%
+68
1561
$2K ﹤0.01%
+25
1562
$2K ﹤0.01%
+57
1563
$2K ﹤0.01%
+96
1564
$2K ﹤0.01%
+27
1565
$2K ﹤0.01%
+102
1566
$2K ﹤0.01%
+43
1567
$2K ﹤0.01%
+10
1568
$2K ﹤0.01%
+97
1569
$2K ﹤0.01%
+32
1570
$2K ﹤0.01%
+68
1571
$2K ﹤0.01%
+31
1572
$2K ﹤0.01%
+9
1573
$2K ﹤0.01%
+47
1574
$2K ﹤0.01%
+6
1575
$2K ﹤0.01%
+44
61 62
63
64 65