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
1651
$9K 0.01%
397
+395
1652
$9K 0.01%
439
-1
1653
$9K 0.01%
68
1654
$9K 0.01%
474
+8
1655
$9K 0.01%
1,017
-48
1656
$9K 0.01%
40
-115
1657
$9K 0.01%
122
+120
1658
$9K 0.01%
1,869
+964
1659
$9K 0.01%
4,861
-11
1660
$9K 0.01%
234
1661
$9K 0.01%
92
-108
1662
$9K 0.01%
50
1663
$9K 0.01%
792
-327
1664
$9K 0.01%
1,420
+6
1665
$9K 0.01%
651
+555
1666
$9K 0.01%
175
-1
1667
$9K 0.01%
166
+7
1668
$9K 0.01%
773
-327
1669
$9K 0.01%
129
-1,573
1670
$9K 0.01%
91
+24
1671
$9K 0.01%
342
-32
1672
$9K 0.01%
99
-1
1673
$9K 0.01%
284
+16
1674
$9K 0.01%
460
+23
1675
$9K 0.01%
91
65 66
67
68 69