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
1901
$2K ﹤0.01%
57
-5
1902
$2K ﹤0.01%
57
-7
1903
$2K ﹤0.01%
60
1904
$2K ﹤0.01%
26
-40
1905
$2K ﹤0.01%
65
+36
1906
$2K ﹤0.01%
72
-21
1907
$2K ﹤0.01%
70
+17
1908
$2K ﹤0.01%
88
-18
1909
$2K ﹤0.01%
21
-13
1910
$1K ﹤0.01%
29
-14
1911
$1K ﹤0.01%
18
+9
1912
$1K ﹤0.01%
34
+4
1913
$1K ﹤0.01%
59
-12
1914
$1K ﹤0.01%
34
-4
1915
$1K ﹤0.01%
18
+4
1916
$1K ﹤0.01%
+4
1917
$1K ﹤0.01%
47
-27
1918
$1K ﹤0.01%
72
+30
1919
$1K ﹤0.01%
20
-2
1920
$1K ﹤0.01%
19
-15
1921
$1K ﹤0.01%
133
-22
1922
$1K ﹤0.01%
141
+59
1923
$1K ﹤0.01%
107
-1
1924
$1K ﹤0.01%
101
+2
1925
$1K ﹤0.01%
3
75 76
77
78 79