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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1K ﹤0.01%
+32
1702
$1K ﹤0.01%
+11
1703
$1K ﹤0.01%
+18
1704
$1K ﹤0.01%
+22
1705
$1K ﹤0.01%
+33
1706
$1K ﹤0.01%
+29
1707
$1K ﹤0.01%
+13
1708
$1K ﹤0.01%
+7
1709
$1K ﹤0.01%
+18
1710
$1K ﹤0.01%
+20
1711
$1K ﹤0.01%
+11
1712
$1K ﹤0.01%
+19
1713
$1K ﹤0.01%
+20
1714
$1K ﹤0.01%
+11
1715
$1K ﹤0.01%
+24
1716
$1K ﹤0.01%
+17
1717
$1K ﹤0.01%
+26
1718
$1K ﹤0.01%
+10
1719
$1K ﹤0.01%
+5
1720
$1K ﹤0.01%
+27
1721
$1K ﹤0.01%
+13
1722
$1K ﹤0.01%
+7
1723
$1K ﹤0.01%
+41
1724
$1K ﹤0.01%
+21
1725
$1K ﹤0.01%
+38