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 19.05%
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
1826
$1K ﹤0.01%
+57
1827
$1K ﹤0.01%
+17
1828
$1K ﹤0.01%
+47
1829
$1K ﹤0.01%
+26
1830
$1K ﹤0.01%
+42
1831
$1K ﹤0.01%
+48
1832
$1K ﹤0.01%
+23
1833
$1K ﹤0.01%
+35
1834
$1K ﹤0.01%
+5
1835
$1K ﹤0.01%
+13
1836
$1K ﹤0.01%
+16
1837
$1K ﹤0.01%
+8
1838
$1K ﹤0.01%
+14
1839
$1K ﹤0.01%
+13
1840
$1K ﹤0.01%
+24
1841
$1K ﹤0.01%
+60
1842
$1K ﹤0.01%
+43
1843
$1K ﹤0.01%
+76
1844
$1K ﹤0.01%
+1
1845
$1K ﹤0.01%
+13
1846
$1K ﹤0.01%
+4
1847
$1K ﹤0.01%
+13
1848
$1K ﹤0.01%
+13
1849
$1K ﹤0.01%
+24
1850
$1K ﹤0.01%
+6