C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$138K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$509K
2 +$340K
3 +$290K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$290K
5
LMNR icon
Limoneira
LMNR
+$275K

Top Sells

1 +$1.3M
2 +$493K
3 +$417K
4
JWN
Nordstrom
JWN
+$301K
5
NOW icon
ServiceNow
NOW
+$296K

Sector Composition

1 Technology 21.68%
2 Industrials 13.02%
3 Financials 12.74%
4 Healthcare 10.02%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$7K ﹤0.01%
185
+34
1677
$7K ﹤0.01%
92
+1
1678
$7K ﹤0.01%
76
1679
$7K ﹤0.01%
229
+49
1680
$7K ﹤0.01%
228
+220
1681
$7K ﹤0.01%
151
+62
1682
$7K ﹤0.01%
139
+82
1683
$7K ﹤0.01%
209
+193
1684
$7K ﹤0.01%
529
+71
1685
$7K ﹤0.01%
526
1686
$6K ﹤0.01%
3,106
+1,532
1687
$6K ﹤0.01%
253
1688
$6K ﹤0.01%
822
-21
1689
$6K ﹤0.01%
72
+4
1690
$6K ﹤0.01%
91
+16
1691
$6K ﹤0.01%
149
+31
1692
$6K ﹤0.01%
344
+1
1693
$6K ﹤0.01%
263
-141
1694
$6K ﹤0.01%
1,022
+1
1695
$6K ﹤0.01%
118
+20
1696
$6K ﹤0.01%
2,993
+5
1697
$6K ﹤0.01%
630
+2
1698
$6K ﹤0.01%
+253
1699
$6K ﹤0.01%
375
+156
1700
$6K ﹤0.01%
+82