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 19.04%
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
1776
$1K ﹤0.01%
+37
1777
$1K ﹤0.01%
+3
1778
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+21
1779
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1780
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+26
1781
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1782
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+16
1783
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+35
1784
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+7
1785
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+3
1786
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+24
1787
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+45
1788
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1789
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1790
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+152
1791
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+10
1792
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+81
1793
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+27
1794
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+9
1795
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1796
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+18
1797
$1K ﹤0.01%
+39
1798
$1K ﹤0.01%
+10
1799
$1K ﹤0.01%
+84
1800
$1K ﹤0.01%
+15