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
$146M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,943
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$573K
3
+$296K
4
HUBS icon
HubSpot
HUBS
+$238K
5
ARCH
Arch Resources, Inc.
ARCH
+$206K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$1.05M
4
OBE
Obsidian Energy
OBE
+$941K
5
AYX
Alteryx Inc
AYX
+$829K

Sector Composition

1 Technology 20.01%
2 Financials 12.48%
3 Industrials 12.44%
4 Healthcare 10.66%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$8K 0.01%
557
-1
1702
$8K 0.01%
243
+5
1703
$8K 0.01%
543
-322
1704
$7K ﹤0.01%
1,072
+1
1705
$7K ﹤0.01%
681
+3
1706
$7K ﹤0.01%
242
1707
$7K ﹤0.01%
182
+1
1708
$7K ﹤0.01%
192
-861
1709
$7K ﹤0.01%
89
+1
1710
$7K ﹤0.01%
+2,752
1711
$7K ﹤0.01%
+270
1712
$7K ﹤0.01%
128
-2
1713
$7K ﹤0.01%
811
1714
$7K ﹤0.01%
804
+25
1715
$7K ﹤0.01%
279
1716
$7K ﹤0.01%
186
+175
1717
$7K ﹤0.01%
264
-1
1718
$7K ﹤0.01%
252
1719
$7K ﹤0.01%
339
-115
1720
$7K ﹤0.01%
464
+75
1721
$7K ﹤0.01%
158
-848
1722
$7K ﹤0.01%
1,033
+24
1723
$7K ﹤0.01%
68
1724
$7K ﹤0.01%
218
+167
1725
$7K ﹤0.01%
1,065
+564
67 68
69
70 71