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
1601
$10K 0.01%
131
+18
1602
$10K 0.01%
1,652
+856
1603
$10K 0.01%
136
-597
1604
$10K 0.01%
85
+3
1605
$10K 0.01%
1,414
+656
1606
$10K 0.01%
634
+98
1607
$10K 0.01%
437
+40
1608
$10K 0.01%
1,200
+1,181
1609
$10K 0.01%
91
-548
1610
$10K 0.01%
172
-43
1611
$10K 0.01%
785
-22
1612
$10K 0.01%
390
+200
1613
$10K 0.01%
222
+135
1614
$10K 0.01%
317
+176
1615
$10K 0.01%
6
1616
$10K 0.01%
1,185
+212
1617
$10K 0.01%
199
1618
$10K 0.01%
504
+172
1619
$10K 0.01%
36
1620
$9K 0.01%
12
1621
$9K 0.01%
267
1622
$9K 0.01%
386
+63
1623
$9K 0.01%
300
+4
1624
$9K 0.01%
988
+10
1625
$9K 0.01%
356
+346
63 64
65
66 67