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
1726
$7K ﹤0.01%
1,523
-79
1727
$7K ﹤0.01%
372
+361
1728
$7K ﹤0.01%
159
+1
1729
$7K ﹤0.01%
139
+81
1730
$7K ﹤0.01%
67
-49
1731
$7K ﹤0.01%
417
-2
1732
$7K ﹤0.01%
867
-194
1733
$7K ﹤0.01%
148
-290
1734
$7K ﹤0.01%
108
1735
$7K ﹤0.01%
+80
1736
$7K ﹤0.01%
456
+2
1737
$7K ﹤0.01%
1,040
+1,033
1738
$7K ﹤0.01%
149
1739
$7K ﹤0.01%
283
-1
1740
$7K ﹤0.01%
438
-303
1741
$6K ﹤0.01%
819
+178
1742
$6K ﹤0.01%
837
-2
1743
$6K ﹤0.01%
206
1744
$6K ﹤0.01%
276
+45
1745
$6K ﹤0.01%
132
-29
1746
$6K ﹤0.01%
450
+242
1747
$6K ﹤0.01%
130
+66
1748
$6K ﹤0.01%
1,666
+1,606
1749
$6K ﹤0.01%
103
-11
1750
$6K ﹤0.01%
60
+21
68 69
70
71 72