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
1876
$2K ﹤0.01%
29
+23
1877
$2K ﹤0.01%
30
1878
$2K ﹤0.01%
36
+10
1879
$2K ﹤0.01%
116
+71
1880
$2K ﹤0.01%
304
-76
1881
$1K ﹤0.01%
166
+144
1882
$1K ﹤0.01%
47
-72
1883
$1K ﹤0.01%
+30
1884
$1K ﹤0.01%
12
+7
1885
$1K ﹤0.01%
24
+8
1886
$1K ﹤0.01%
33
+14
1887
$1K ﹤0.01%
78
+68
1888
$1K ﹤0.01%
32
+16
1889
$1K ﹤0.01%
12
+9
1890
$1K ﹤0.01%
31
-27
1891
$1K ﹤0.01%
+25
1892
$1K ﹤0.01%
+46
1893
$1K ﹤0.01%
27
1894
$1K ﹤0.01%
5
+3
1895
$1K ﹤0.01%
66
+36
1896
$1K ﹤0.01%
21
+20
1897
$1K ﹤0.01%
+24
1898
$1K ﹤0.01%
+21
1899
$1K ﹤0.01%
8
+4
1900
$1K ﹤0.01%
22
-12
74 75
76
77 78