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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1K ﹤0.01%
+10
1627
$1K ﹤0.01%
+10
1628
$1K ﹤0.01%
+24
1629
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+13
1630
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+14
1631
$1K ﹤0.01%
+24
1632
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+6
1633
$1K ﹤0.01%
+8
1634
$1K ﹤0.01%
+14
1635
$1K ﹤0.01%
+6
1636
$1K ﹤0.01%
+35
1637
$1K ﹤0.01%
+24
1638
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+4
1639
$1K ﹤0.01%
+10
1640
$1K ﹤0.01%
+48
1641
$1K ﹤0.01%
+37
1642
$1K ﹤0.01%
+27
1643
$1K ﹤0.01%
+14
1644
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+29
1645
$1K ﹤0.01%
+28
1646
$1K ﹤0.01%
+19
1647
$1K ﹤0.01%
+3
1648
$1K ﹤0.01%
+12
1649
$1K ﹤0.01%
+22
1650
$1K ﹤0.01%
+7