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 20.29%
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%
3
1877
$2K ﹤0.01%
110
1878
$2K ﹤0.01%
46
-16
1879
$2K ﹤0.01%
122
+114
1880
$2K ﹤0.01%
106
1881
$1K ﹤0.01%
145
1882
$1K ﹤0.01%
+2
1883
$1K ﹤0.01%
30
-4
1884
$1K ﹤0.01%
16
+13
1885
$1K ﹤0.01%
29
+11
1886
$1K ﹤0.01%
75
+22
1887
$1K ﹤0.01%
40
-7
1888
$1K ﹤0.01%
33
+32
1889
$1K ﹤0.01%
15
-26
1890
$1K ﹤0.01%
50
+3
1891
$1K ﹤0.01%
65
+52
1892
$1K ﹤0.01%
11
+9
1893
$1K ﹤0.01%
+3
1894
$1K ﹤0.01%
50
-35
1895
$1K ﹤0.01%
119
-48
1896
$1K ﹤0.01%
25
+21
1897
$1K ﹤0.01%
69
-710
1898
$1K ﹤0.01%
9
+2
1899
$1K ﹤0.01%
82
+30
1900
$1K ﹤0.01%
26
+23
74 75
76
77 78