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
1676
$9K 0.01%
67
-3
1677
$9K 0.01%
203
+13
1678
$9K 0.01%
28
+24
1679
$9K 0.01%
953
+37
1680
$9K 0.01%
138
-1
1681
$9K 0.01%
333
-2
1682
$9K 0.01%
1,934
-2,877
1683
$8K 0.01%
181
-1
1684
$8K 0.01%
734
-1,995
1685
$8K 0.01%
232
-3,414
1686
$8K 0.01%
1,029
+41
1687
$8K 0.01%
319
-5
1688
$8K 0.01%
808
-3
1689
$8K 0.01%
357
+12
1690
$8K 0.01%
309
-1
1691
$8K 0.01%
194
+8
1692
$8K 0.01%
90
-84
1693
$8K 0.01%
137
+34
1694
$8K 0.01%
723
+11
1695
$8K 0.01%
257
-2,978
1696
$8K 0.01%
157
-140
1697
$8K 0.01%
862
+94
1698
$8K 0.01%
149
-1,634
1699
$8K 0.01%
736
-59
1700
$8K 0.01%
115
+2
66 67
68
69 70