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
1751
$6K ﹤0.01%
149
+1
1752
$6K ﹤0.01%
192
1753
$6K ﹤0.01%
292
-243
1754
$6K ﹤0.01%
94
+6
1755
$6K ﹤0.01%
98
-58
1756
$6K ﹤0.01%
98
-79
1757
$6K ﹤0.01%
3,967
1758
$6K ﹤0.01%
+412
1759
$6K ﹤0.01%
129
1760
$5K ﹤0.01%
935
+60
1761
$5K ﹤0.01%
16
1762
$5K ﹤0.01%
672
1763
$5K ﹤0.01%
+744
1764
$5K ﹤0.01%
66
-78
1765
$5K ﹤0.01%
76
-27
1766
$5K ﹤0.01%
+586
1767
$5K ﹤0.01%
124
1768
$5K ﹤0.01%
130
+4
1769
$5K ﹤0.01%
100
-104
1770
$5K ﹤0.01%
+308
1771
$5K ﹤0.01%
33
+11
1772
$5K ﹤0.01%
108
-59
1773
$5K ﹤0.01%
30
-4
1774
$5K ﹤0.01%
164
-59
1775
$5K ﹤0.01%
69
-138
69 70
71
72 73