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 20.29%
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
1826
$3K ﹤0.01%
1,090
-279
1827
$2K ﹤0.01%
93
+69
1828
$2K ﹤0.01%
67
1829
$2K ﹤0.01%
119
+111
1830
$2K ﹤0.01%
35
+10
1831
$2K ﹤0.01%
64
-1
1832
$2K ﹤0.01%
41
+34
1833
$2K ﹤0.01%
118
+9
1834
$2K ﹤0.01%
314
1835
$2K ﹤0.01%
32
+6
1836
$2K ﹤0.01%
76
+15
1837
$2K ﹤0.01%
34
+12
1838
$2K ﹤0.01%
100
+46
1839
$2K ﹤0.01%
46
+5
1840
$2K ﹤0.01%
37
+17
1841
$2K ﹤0.01%
41
+28
1842
$2K ﹤0.01%
39
+3
1843
$2K ﹤0.01%
47
+18
1844
$2K ﹤0.01%
118
+112
1845
$2K ﹤0.01%
13
1846
$2K ﹤0.01%
+94
1847
$2K ﹤0.01%
157
1848
$2K ﹤0.01%
124
1849
$2K ﹤0.01%
13
+11
1850
$2K ﹤0.01%
55
-7
72 73
74
75 76