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
1851
$2K ﹤0.01%
129
-35
1852
$2K ﹤0.01%
140
+4
1853
$2K ﹤0.01%
66
-2,751
1854
$2K ﹤0.01%
97
-30
1855
$2K ﹤0.01%
+278
1856
$2K ﹤0.01%
141
-5
1857
$2K ﹤0.01%
7
1858
$2K ﹤0.01%
119
+13
1859
$2K ﹤0.01%
+350
1860
$2K ﹤0.01%
295
-54
1861
$2K ﹤0.01%
67
+12
1862
$2K ﹤0.01%
117
1863
$2K ﹤0.01%
176
-25
1864
$2K ﹤0.01%
153
+145
1865
$2K ﹤0.01%
75
-10
1866
$2K ﹤0.01%
181
+31
1867
$2K ﹤0.01%
28
+6
1868
$2K ﹤0.01%
72
-26
1869
$2K ﹤0.01%
65
-29
1870
$2K ﹤0.01%
58
+1
1871
$2K ﹤0.01%
157
+102
1872
$2K ﹤0.01%
137
-65
1873
$2K ﹤0.01%
71
-31
1874
$2K ﹤0.01%
59
+13
1875
$2K ﹤0.01%
334
+99
73 74
75
76 77