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
1926
$1K ﹤0.01%
61
-14
1927
$1K ﹤0.01%
4
1928
$1K ﹤0.01%
5
1929
$1K ﹤0.01%
309
+97
1930
$1K ﹤0.01%
10
+1
1931
$1K ﹤0.01%
62
+11
1932
$1K ﹤0.01%
59
+14
1933
$1K ﹤0.01%
27
+1
1934
$1K ﹤0.01%
148
+22
1935
$1K ﹤0.01%
116
+31
1936
$1K ﹤0.01%
47
-1
1937
$1K ﹤0.01%
+34
1938
$1K ﹤0.01%
47
-56
1939
$1K ﹤0.01%
100
-84
1940
$1K ﹤0.01%
106
+19
1941
$1K ﹤0.01%
139
+133
1942
$1K ﹤0.01%
46
+45
1943
$1K ﹤0.01%
46
+34
1944
$1K ﹤0.01%
10
+6
1945
$1K ﹤0.01%
+29
1946
$1K ﹤0.01%
36
-6
1947
$1K ﹤0.01%
21
+4
1948
$1K ﹤0.01%
13
-4
1949
$1K ﹤0.01%
16
1950
$1K ﹤0.01%
36
-16
76 77
78
79 80