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 19.93%
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
1826
$2K ﹤0.01%
65
-29
1827
$2K ﹤0.01%
58
+1
1828
$2K ﹤0.01%
157
+102
1829
$2K ﹤0.01%
137
-65
1830
$2K ﹤0.01%
71
-31
1831
$2K ﹤0.01%
59
+13
1832
$2K ﹤0.01%
334
+99
1833
$2K ﹤0.01%
109
+19
1834
$2K ﹤0.01%
314
1835
$2K ﹤0.01%
85
-23
1836
$2K ﹤0.01%
167
-4
1837
$2K ﹤0.01%
61
-73
1838
$2K ﹤0.01%
41
-30
1839
$2K ﹤0.01%
13
1840
$2K ﹤0.01%
71
-18
1841
$2K ﹤0.01%
113
-48
1842
$2K ﹤0.01%
110
-27
1843
$2K ﹤0.01%
39
-200
1844
$2K ﹤0.01%
155
-28
1845
$2K ﹤0.01%
15
+2
1846
$2K ﹤0.01%
124
1847
$2K ﹤0.01%
125
-41
1848
$2K ﹤0.01%
62
-8
1849
$2K ﹤0.01%
25
1850
$2K ﹤0.01%
40
72 73
74
75 76