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 20.22%
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
1551
$11K 0.01%
761
+127
1552
$11K 0.01%
295
-1
1553
$11K 0.01%
175
-79
1554
$11K 0.01%
1,026
+5
1555
$11K 0.01%
1,033
-152
1556
$11K 0.01%
37
+1
1557
$11K 0.01%
152
+54
1558
$10K 0.01%
138
-2
1559
$10K 0.01%
72
-9
1560
$10K 0.01%
673
+74
1561
$10K 0.01%
149
1562
$10K 0.01%
758
-164
1563
$10K 0.01%
1,266
-272
1564
$10K 0.01%
109
-1,217
1565
$10K 0.01%
+213
1566
$10K 0.01%
849
1567
$10K 0.01%
224
1568
$10K 0.01%
2,130
+1,386
1569
$10K 0.01%
189
-6
1570
$10K 0.01%
1,106
+184
1571
$10K 0.01%
425
+409
1572
$10K 0.01%
1,262
-309
1573
$10K 0.01%
957
+104
1574
$10K 0.01%
62
1575
$10K 0.01%
122
-559
61 62
63
64 65