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
1876
$2K ﹤0.01%
109
+19
1877
$2K ﹤0.01%
193
-44
1878
$2K ﹤0.01%
77
-51
1879
$2K ﹤0.01%
314
1880
$2K ﹤0.01%
85
-23
1881
$2K ﹤0.01%
167
-4
1882
$2K ﹤0.01%
61
-73
1883
$2K ﹤0.01%
41
-30
1884
$2K ﹤0.01%
13
1885
$2K ﹤0.01%
71
-18
1886
$2K ﹤0.01%
113
-48
1887
$2K ﹤0.01%
110
-27
1888
$2K ﹤0.01%
39
-200
1889
$2K ﹤0.01%
155
-28
1890
$2K ﹤0.01%
15
+2
1891
$2K ﹤0.01%
124
1892
$2K ﹤0.01%
125
-41
1893
$2K ﹤0.01%
171
-78
1894
$2K ﹤0.01%
133
-38
1895
$2K ﹤0.01%
198
-50
1896
$2K ﹤0.01%
62
-8
1897
$2K ﹤0.01%
25
1898
$2K ﹤0.01%
40
1899
$2K ﹤0.01%
318
-16
1900
$2K ﹤0.01%
30
74 75
76
77 78