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
1651
$9K 0.01%
1,294
+225
1652
$9K 0.01%
476
+88
1653
$9K 0.01%
469
+5
1654
$9K 0.01%
323
+317
1655
$9K 0.01%
277
+3
1656
$9K 0.01%
249
+38
1657
$9K 0.01%
296
1658
$9K 0.01%
70
+2
1659
$9K 0.01%
291
+2
1660
$9K 0.01%
511
+13
1661
$9K 0.01%
916
+129
1662
$9K 0.01%
39
+1
1663
$9K 0.01%
128
-108
1664
$9K 0.01%
331
+3
1665
$9K 0.01%
430
+2
1666
$9K 0.01%
139
+1
1667
$9K 0.01%
90
-1
1668
$9K 0.01%
478
+16
1669
$9K 0.01%
195
-1
1670
$9K 0.01%
+265
1671
$9K 0.01%
105
+17
1672
$9K 0.01%
591
-361
1673
$9K 0.01%
813
-747
1674
$8K 0.01%
473
-23
1675
$8K 0.01%
248
+64
65 66
67
68 69