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 20.29%
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
1626
$10K 0.01%
115
+113
1627
$10K 0.01%
+2,214
1628
$10K 0.01%
2,851
1629
$10K 0.01%
227
+223
1630
$10K 0.01%
1,241
+963
1631
$10K 0.01%
125
-28
1632
$9K 0.01%
150
-668
1633
$9K 0.01%
118
+115
1634
$9K 0.01%
199
+35
1635
$9K 0.01%
273
+6
1636
$9K 0.01%
285
-1,154
1637
$9K 0.01%
179
-457
1638
$9K 0.01%
751
-1,690
1639
$9K 0.01%
236
+106
1640
$9K 0.01%
383
+27
1641
$9K 0.01%
+82
1642
$9K 0.01%
112
+46
1643
$9K 0.01%
232
-1,213
1644
$9K 0.01%
777
-2,639
1645
$9K 0.01%
1,726
+1,714
1646
$9K 0.01%
375
+368
1647
$9K 0.01%
327
-56
1648
$9K 0.01%
349
-1,759
1649
$9K 0.01%
247
-1,878
1650
$9K 0.01%
31
64 65
66
67 68