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 19.05%
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
1726
$1K ﹤0.01%
+35
1727
$1K ﹤0.01%
+7
1728
$1K ﹤0.01%
+3
1729
$1K ﹤0.01%
+24
1730
$1K ﹤0.01%
+45
1731
$1K ﹤0.01%
+15
1732
$1K ﹤0.01%
+1
1733
$1K ﹤0.01%
+152
1734
$1K ﹤0.01%
+10
1735
$1K ﹤0.01%
+81
1736
$1K ﹤0.01%
+27
1737
$1K ﹤0.01%
+9
1738
$1K ﹤0.01%
+18
1739
$1K ﹤0.01%
+18
1740
$1K ﹤0.01%
+39
1741
$1K ﹤0.01%
+10
1742
$1K ﹤0.01%
+84
1743
$1K ﹤0.01%
+15
1744
$1K ﹤0.01%
+28
1745
$1K ﹤0.01%
+11
1746
$1K ﹤0.01%
+8
1747
$1K ﹤0.01%
+19
1748
$1K ﹤0.01%
+13
1749
$1K ﹤0.01%
+7
1750
$1K ﹤0.01%
+36