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 19.93%
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%
193
+33
1902
$2K ﹤0.01%
34
-7
1903
$2K ﹤0.01%
85
+1
1904
$2K ﹤0.01%
8
1905
$2K ﹤0.01%
25
-1
1906
$2K ﹤0.01%
125
-20
1907
$2K ﹤0.01%
56
+46
1908
$2K ﹤0.01%
73
+2
1909
$2K ﹤0.01%
41
-8
1910
$1K ﹤0.01%
49
+17
1911
$1K ﹤0.01%
299
+53
1912
$1K ﹤0.01%
27
+5
1913
$1K ﹤0.01%
13
-38
1914
$1K ﹤0.01%
64
+3
1915
$1K ﹤0.01%
10
-3
1916
$1K ﹤0.01%
89
+78
1917
$1K ﹤0.01%
24
-7
1918
$1K ﹤0.01%
25
-14
1919
$1K ﹤0.01%
18
-6
1920
$1K ﹤0.01%
29
+1
1921
$1K ﹤0.01%
13
-16
1922
$1K ﹤0.01%
48
-26
1923
$1K ﹤0.01%
6
1924
$1K ﹤0.01%
41
-1,635
1925
$1K ﹤0.01%
4
75 76
77
78 79