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 20.01%
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
1626
$9K 0.01%
376
-4
1627
$9K 0.01%
988
+10
1628
$9K 0.01%
356
+346
1629
$9K 0.01%
128
-1,365
1630
$9K 0.01%
345
+55
1631
$9K 0.01%
310
-1
1632
$9K 0.01%
453
+54
1633
$9K 0.01%
93
-214
1634
$9K 0.01%
257
+43
1635
$9K 0.01%
137
+23
1636
$9K 0.01%
881
+148
1637
$9K 0.01%
1,452
-7,955
1638
$9K 0.01%
113
-1
1639
$9K 0.01%
1,105
+210
1640
$9K 0.01%
1,117
+138
1641
$9K 0.01%
1,009
+133
1642
$9K 0.01%
1,262
-63
1643
$9K 0.01%
599
-1
1644
$9K 0.01%
138
+21
1645
$9K 0.01%
62
1646
$9K 0.01%
118
1647
$9K 0.01%
624
+387
1648
$9K 0.01%
480
+85
1649
$9K 0.01%
124
-1
1650
$9K 0.01%
234
-1
64 65
66
67 68