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
$132M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,955
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$833K
4
GLD icon
SPDR Gold Trust
GLD
+$664K
5
AYX
Alteryx Inc
AYX
+$561K

Top Sells

1
+$270K
2
+$266K
3
+$219K
4
RITM icon
Rithm Capital
RITM
+$193K
5
TRTN
Triton International Limited
TRTN
+$181K

Sector Composition

1 Technology 19.64%
2 Financials 12.23%
3 Industrials 11.41%
4 Healthcare 10.79%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$6K ﹤0.01%
290
+284
1677
$6K ﹤0.01%
203
+31
1678
$6K ﹤0.01%
103
-41
1679
$6K ﹤0.01%
290
-1
1680
$6K ﹤0.01%
139
+70
1681
$6K ﹤0.01%
163
-16
1682
$6K ﹤0.01%
399
+34
1683
$6K ﹤0.01%
114
+19
1684
$6K ﹤0.01%
86
1685
$6K ﹤0.01%
224
-771
1686
$6K ﹤0.01%
895
+17
1687
$6K ﹤0.01%
979
-331
1688
$6K ﹤0.01%
876
-10
1689
$6K ﹤0.01%
389
+339
1690
$6K ﹤0.01%
429
+8
1691
$6K ﹤0.01%
600
-3
1692
$6K ﹤0.01%
324
-12
1693
$6K ﹤0.01%
192
-1
1694
$6K ﹤0.01%
714
+20
1695
$6K ﹤0.01%
175
+60
1696
$6K ﹤0.01%
334
-5
1697
$6K ﹤0.01%
289
+89
1698
$6K ﹤0.01%
328
+322
1699
$6K ﹤0.01%
80
-233
1700
$6K ﹤0.01%
34
+9
66 67
68
69 70