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
1551
$8K 0.01%
148
1552
$8K 0.01%
801
+78
1553
$8K 0.01%
373
-394
1554
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62
1555
$8K 0.01%
118
-1
1556
$8K 0.01%
309
+276
1557
$8K 0.01%
173
-20
1558
$8K 0.01%
249
-124
1559
$8K 0.01%
638
1560
$8K 0.01%
235
-1
1561
$8K 0.01%
156
-8
1562
$8K 0.01%
50
-2
1563
$8K 0.01%
156
-1
1564
$8K 0.01%
113
+7
1565
$8K 0.01%
187
+4
1566
$8K 0.01%
82
-4
1567
$8K 0.01%
126
-1,591
1568
$8K 0.01%
797
+782
1569
$8K 0.01%
114
1570
$8K 0.01%
176
-1
1571
$8K 0.01%
249
+16
1572
$8K 0.01%
158
1573
$8K 0.01%
211
+7
1574
$8K 0.01%
1,662
-202
1575
$8K 0.01%
542
+537
61 62
63
64 65