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
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$10K 0.01%
345
+134
1577
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-1
1578
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87
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-2
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324
+5
1581
$10K 0.01%
87
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146
+143
1583
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+198
1584
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235
+35
1585
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756
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1586
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888
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1587
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95
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251
-200
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297
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1590
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165
1591
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424
+76
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1593
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795
+32
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$10K 0.01%
266
+46
1595
$10K 0.01%
98
+14
1596
$10K 0.01%
175
+155
1597
$10K 0.01%
257
1598
$10K 0.01%
687
+676
1599
$10K 0.01%
186
+30
1600
$10K 0.01%
267
+12
62 63
64
65 66