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
1701
$8K 0.01%
1,240
+123
1702
$8K 0.01%
253
-1
1703
$8K 0.01%
160
-1,493
1704
$8K 0.01%
432
+11
1705
$8K 0.01%
1,048
-214
1706
$8K 0.01%
35
-426
1707
$8K 0.01%
1,738
-23,619
1708
$8K 0.01%
46
1709
$8K 0.01%
93
+90
1710
$8K 0.01%
968
-1,247
1711
$8K 0.01%
125
+1
1712
$8K 0.01%
1,146
-148
1713
$8K 0.01%
+190
1714
$8K 0.01%
130
1715
$8K 0.01%
+3,086
1716
$8K 0.01%
291
-1
1717
$8K 0.01%
1,105
-47
1718
$8K 0.01%
300
+30
1719
$8K 0.01%
306
-1
1720
$8K 0.01%
523
-235
1721
$8K 0.01%
131
-44
1722
$8K 0.01%
32
+27
1723
$8K 0.01%
59
+49
1724
$8K 0.01%
93
+3
1725
$8K 0.01%
148
-1
67 68
69
70 71