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
1801
$3K ﹤0.01%
73
+1
1802
$3K ﹤0.01%
213
+20
1803
$3K ﹤0.01%
235
1804
$3K ﹤0.01%
108
1805
$3K ﹤0.01%
93
-82
1806
$3K ﹤0.01%
76
+3
1807
$3K ﹤0.01%
251
+44
1808
$3K ﹤0.01%
29
-4
1809
$3K ﹤0.01%
267
-64
1810
$3K ﹤0.01%
+132
1811
$3K ﹤0.01%
433
+76
1812
$3K ﹤0.01%
67
+27
1813
$3K ﹤0.01%
62
-9
1814
$3K ﹤0.01%
110
-7
1815
$3K ﹤0.01%
246
-104
1816
$3K ﹤0.01%
228
-178
1817
$2K ﹤0.01%
94
+87
1818
$2K ﹤0.01%
62
-55
1819
$2K ﹤0.01%
73
+27
1820
$2K ﹤0.01%
41
-8
1821
$2K ﹤0.01%
48
+2
1822
$2K ﹤0.01%
+278
1823
$2K ﹤0.01%
145
+26
1824
$2K ﹤0.01%
1,604
+929
1825
$2K ﹤0.01%
70
-3
71 72
73
74 75