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
$149M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,881
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$443K
3 +$438K
4
ZS icon
Zscaler
ZS
+$366K
5
SGRY icon
Surgery Partners
SGRY
+$257K

Top Sells

1 +$458K
2 +$364K
3 +$327K
4
BBIO icon
BridgeBio Pharma
BBIO
+$316K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$312K

Sector Composition

1 Technology 20.61%
2 Industrials 12.56%
3 Financials 12.08%
4 Healthcare 11.77%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$9K 0.01%
206
-823
1552
$9K 0.01%
131
+40
1553
$9K 0.01%
533
-102
1554
$9K 0.01%
274
+1
1555
$9K 0.01%
322
+9
1556
$9K 0.01%
239
+11
1557
$9K 0.01%
137
+1
1558
$9K 0.01%
330
+20
1559
$9K 0.01%
121
+2
1560
$9K 0.01%
373
+220
1561
$9K 0.01%
213
+1
1562
$9K 0.01%
422
+10
1563
$9K 0.01%
117
+114
1564
$9K 0.01%
790
+9
1565
$9K 0.01%
143
-9
1566
$9K 0.01%
722
+159
1567
$9K 0.01%
298
+52
1568
$9K 0.01%
418
+2
1569
$9K 0.01%
381
+3
1570
$9K 0.01%
209
+1
1571
$9K 0.01%
30
1572
$9K 0.01%
358
+2
1573
$9K 0.01%
156
+153
1574
$9K 0.01%
120
+4
1575
$9K 0.01%
804
-1