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 19.93%
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
1551
$10K 0.01%
64
-52
1552
$10K 0.01%
286
+1
1553
$10K 0.01%
63
-48
1554
$10K 0.01%
267
+259
1555
$10K 0.01%
1,310
+736
1556
$10K 0.01%
176
1557
$10K 0.01%
178
+25
1558
$10K 0.01%
127
-30
1559
$10K 0.01%
863
+321
1560
$10K 0.01%
143
+4
1561
$10K 0.01%
181
+2
1562
$10K 0.01%
174
-1
1563
$10K 0.01%
175
+14
1564
$10K 0.01%
335
-1
1565
$10K 0.01%
440
-1,280
1566
$10K 0.01%
231
+1
1567
$10K 0.01%
335
-498
1568
$10K 0.01%
261
-1
1569
$10K 0.01%
2,111
+1,233
1570
$10K 0.01%
+498
1571
$10K 0.01%
1,369
-1,372
1572
$10K 0.01%
1,287
-192
1573
$10K 0.01%
164
-1,802
1574
$10K 0.01%
81
+12
1575
$10K 0.01%
599
+139
61 62
63
64 65