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
1926
$1K ﹤0.01%
26
-17
1927
$1K ﹤0.01%
+45
1928
$1K ﹤0.01%
53
-63
1929
$1K ﹤0.01%
380
+72
1930
$1K ﹤0.01%
82
+6
1931
$1K ﹤0.01%
73
+11
1932
$1K ﹤0.01%
197
-19
1933
$1K ﹤0.01%
10
+2
1934
$1K ﹤0.01%
+66
1935
$1K ﹤0.01%
49
+33
1936
$1K ﹤0.01%
18
-22
1937
$1K ﹤0.01%
52
-321
1938
$1K ﹤0.01%
81
+16
1939
$1K ﹤0.01%
30
-96
1940
$1K ﹤0.01%
13
-2
1941
$1K ﹤0.01%
115
-29
1942
$1K ﹤0.01%
39
-1
1943
$1K ﹤0.01%
55
+24
1944
$1K ﹤0.01%
95
+94
1945
$1K ﹤0.01%
33
+18
1946
$1K ﹤0.01%
33
+19
1947
$1K ﹤0.01%
8
1948
$1K ﹤0.01%
17
-1
1949
$1K ﹤0.01%
41
+24
1950
$1K ﹤0.01%
18
-1
76 77
78
79 80