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
1901
$1K ﹤0.01%
34
-61
1902
$1K ﹤0.01%
142
+98
1903
$1K ﹤0.01%
104
+100
1904
$1K ﹤0.01%
35
+1
1905
$1K ﹤0.01%
14
+9
1906
$1K ﹤0.01%
+125
1907
$1K ﹤0.01%
51
+34
1908
$1K ﹤0.01%
4
+3
1909
$1K ﹤0.01%
15
+7
1910
$1K ﹤0.01%
32
-10
1911
$1K ﹤0.01%
48
+8
1912
$1K ﹤0.01%
39
1913
$1K ﹤0.01%
24
1914
$1K ﹤0.01%
27
1915
$1K ﹤0.01%
18
-14
1916
$1K ﹤0.01%
17
-10
1917
$1K ﹤0.01%
39
+30
1918
$1K ﹤0.01%
51
-20
1919
$1K ﹤0.01%
102
+69
1920
$1K ﹤0.01%
61
-49
1921
$1K ﹤0.01%
31
-5
1922
$1K ﹤0.01%
19
+15
1923
$1K ﹤0.01%
12
-3
1924
$1K ﹤0.01%
20
-12
1925
$1K ﹤0.01%
24
+2
75 76
77
78 79