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
1776
$5K ﹤0.01%
311
-241
1777
$5K ﹤0.01%
406
-334
1778
$4K ﹤0.01%
154
-685
1779
$4K ﹤0.01%
70
1780
$4K ﹤0.01%
190
+27
1781
$4K ﹤0.01%
267
-1
1782
$4K ﹤0.01%
905
1783
$4K ﹤0.01%
13
1784
$4K ﹤0.01%
93
-23
1785
$4K ﹤0.01%
116
+58
1786
$4K ﹤0.01%
212
-256
1787
$4K ﹤0.01%
62
-68
1788
$4K ﹤0.01%
97
-12
1789
$4K ﹤0.01%
121
-13
1790
$4K ﹤0.01%
402
-367
1791
$3K ﹤0.01%
46
1792
$3K ﹤0.01%
104
+44
1793
$3K ﹤0.01%
54
+1
1794
$3K ﹤0.01%
75
-64
1795
$3K ﹤0.01%
95
+4
1796
$3K ﹤0.01%
72
+11
1797
$3K ﹤0.01%
94
+33
1798
$3K ﹤0.01%
151
+5
1799
$3K ﹤0.01%
221
+51
1800
$3K ﹤0.01%
300
+119
70 71
72
73 74