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 20.22%
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
1851
$2K ﹤0.01%
224
+69
1852
$2K ﹤0.01%
120
+118
1853
$2K ﹤0.01%
304
-249
1854
$2K ﹤0.01%
671
1855
$2K ﹤0.01%
48
-3
1856
$2K ﹤0.01%
206
+13
1857
$2K ﹤0.01%
251
1858
$2K ﹤0.01%
90
-35
1859
$2K ﹤0.01%
75
+3
1860
$2K ﹤0.01%
3
1861
$2K ﹤0.01%
110
1862
$2K ﹤0.01%
46
-16
1863
$2K ﹤0.01%
122
+114
1864
$2K ﹤0.01%
106
1865
$2K ﹤0.01%
35
+10
1866
$2K ﹤0.01%
64
-1
1867
$2K ﹤0.01%
41
+34
1868
$2K ﹤0.01%
118
+9
1869
$2K ﹤0.01%
314
1870
$2K ﹤0.01%
32
+6
1871
$2K ﹤0.01%
76
+15
1872
$2K ﹤0.01%
34
+12
1873
$2K ﹤0.01%
100
+46
1874
$2K ﹤0.01%
46
+5
1875
$2K ﹤0.01%
40
73 74
75
76 77