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
$157M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,953
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$439K
3
+$414K
4
AVGO icon
Broadcom
AVGO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$3.33M
2
+$1.73M
3
+$649K
4
XOM icon
Exxon Mobil
XOM
+$394K
5
PHM icon
Pultegroup
PHM
+$261K

Sector Composition

1 Technology 20.22%
2 Industrials 12.9%
3 Healthcare 11.09%
4 Consumer Discretionary 10.02%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$5K ﹤0.01%
442
-22
1777
$5K ﹤0.01%
982
-51
1778
$5K ﹤0.01%
476
+7
1779
$5K ﹤0.01%
124
-6
1780
$5K ﹤0.01%
49
+20
1781
$5K ﹤0.01%
3,967
1782
$5K ﹤0.01%
2,120
+9
1783
$5K ﹤0.01%
+1,686
1784
$5K ﹤0.01%
97
-139
1785
$5K ﹤0.01%
286
+19
1786
$5K ﹤0.01%
26
+22
1787
$5K ﹤0.01%
+570
1788
$5K ﹤0.01%
108
1789
$5K ﹤0.01%
78
-20
1790
$5K ﹤0.01%
184
+20
1791
$5K ﹤0.01%
265
1792
$4K ﹤0.01%
79
-1,492
1793
$4K ﹤0.01%
70
1794
$4K ﹤0.01%
90
+15
1795
$4K ﹤0.01%
259
-59
1796
$4K ﹤0.01%
100
+40
1797
$4K ﹤0.01%
93
1798
$4K ﹤0.01%
131
+10
1799
$3K ﹤0.01%
80
+8
1800
$3K ﹤0.01%
94
70 71
72
73 74