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
1551
$11K 0.01%
37
+1
1552
$11K 0.01%
152
+54
1553
$11K 0.01%
514
+74
1554
$11K 0.01%
195
1555
$11K 0.01%
606
+108
1556
$11K 0.01%
360
-1,625
1557
$11K 0.01%
21
-46
1558
$10K 0.01%
299
-1
1559
$10K 0.01%
1,573
-1,979
1560
$10K 0.01%
138
-2
1561
$10K 0.01%
72
-9
1562
$10K 0.01%
673
+74
1563
$10K 0.01%
149
1564
$10K 0.01%
758
-164
1565
$10K 0.01%
1,266
-272
1566
$10K 0.01%
109
-1,217
1567
$10K 0.01%
+213
1568
$10K 0.01%
366
-44
1569
$10K 0.01%
345
-4,404
1570
$10K 0.01%
323
-12
1571
$10K 0.01%
448
-569
1572
$10K 0.01%
125
-1,882
1573
$10K 0.01%
304
-22
1574
$10K 0.01%
849
1575
$10K 0.01%
224
61 62
63
64 65