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
1576
$8K 0.01%
178
+14
1577
$8K 0.01%
536
+529
1578
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+807
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68
+2
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211
1581
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521
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$8K 0.01%
674
-115
1583
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264
+3
1584
$8K 0.01%
+465
1585
$8K 0.01%
261
-1
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$8K 0.01%
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-107
1587
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$8K 0.01%
973
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1589
$8K 0.01%
462
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$8K 0.01%
793
-976
1591
$8K 0.01%
262
+253
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$8K 0.01%
187
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88
+2
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$8K 0.01%
510
+486
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$8K 0.01%
189
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769
+16
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$7K 0.01%
91
+90
1598
$7K 0.01%
181
1599
$7K 0.01%
69
-13
1600
$7K 0.01%
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