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
1576
$10K 0.01%
2,235
-471
1577
$10K 0.01%
233
-8
1578
$10K 0.01%
948
-362
1579
$10K 0.01%
377
+185
1580
$10K 0.01%
307
-124
1581
$10K 0.01%
623
-1
1582
$10K 0.01%
233
-2,270
1583
$10K 0.01%
125
-57
1584
$10K 0.01%
267
1585
$10K 0.01%
432
-159
1586
$10K 0.01%
277
+28
1587
$10K 0.01%
773
-78
1588
$10K 0.01%
131
+4
1589
$10K 0.01%
227
+223
1590
$10K 0.01%
1,241
+963
1591
$10K 0.01%
+63
1592
$10K 0.01%
299
-1
1593
$10K 0.01%
1,573
-1,979
1594
$10K 0.01%
366
-44
1595
$10K 0.01%
345
-4,404
1596
$10K 0.01%
323
-12
1597
$10K 0.01%
448
-569
1598
$10K 0.01%
125
-1,882
1599
$10K 0.01%
304
-22
1600
$10K 0.01%
946
+142
62 63
64
65 66