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
1851
$1K ﹤0.01%
+8
1852
$1K ﹤0.01%
+14
1853
$1K ﹤0.01%
+23
1854
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+54
1855
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+25
1856
$1K ﹤0.01%
+70
1857
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+7
1858
$1K ﹤0.01%
+24
1859
$1K ﹤0.01%
+14
1860
$1K ﹤0.01%
+24
1861
$1K ﹤0.01%
+4
1862
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+72
1863
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+34
1864
$1K ﹤0.01%
+17
1865
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+3
1866
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+102
1867
$1K ﹤0.01%
+21
1868
$1K ﹤0.01%
+11
1869
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+9
1870
$1K ﹤0.01%
+16
1871
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+16
1872
$1K ﹤0.01%
+44
1873
$1K ﹤0.01%
+19
1874
$1K ﹤0.01%
+11
1875
$1K ﹤0.01%
+25