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
1576
$9K 0.01%
84
+83
1577
$9K 0.01%
368
-79
1578
$9K 0.01%
467
+12
1579
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1,328
+1,082
1580
$9K 0.01%
755
-797
1581
$9K 0.01%
517
+493
1582
$9K 0.01%
1,147
-51
1583
$9K 0.01%
204
+201
1584
$9K 0.01%
243
+1
1585
$9K 0.01%
474
+93
1586
$9K 0.01%
864
+45
1587
$9K 0.01%
417
-1,637
1588
$9K 0.01%
60
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202
+1
1590
$9K 0.01%
309
+284
1591
$9K 0.01%
270
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$9K 0.01%
58
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101
-19
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$9K 0.01%
217
+10
1595
$9K 0.01%
2,797
+10
1596
$9K 0.01%
183
+3
1597
$9K 0.01%
108
-418
1598
$9K 0.01%
189
-161
1599
$9K 0.01%
779
+447
1600
$8K 0.01%
196
+9