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
1926
$1K ﹤0.01%
55
+53
1927
$1K ﹤0.01%
25
+21
1928
$1K ﹤0.01%
37
+34
1929
$1K ﹤0.01%
43
+20
1930
$1K ﹤0.01%
+50
1931
$1K ﹤0.01%
18
+8
1932
$1K ﹤0.01%
19
1933
$1K ﹤0.01%
65
+23
1934
$1K ﹤0.01%
12
+10
1935
$1K ﹤0.01%
43
-82
1936
$1K ﹤0.01%
61
-110
1937
$1K ﹤0.01%
14
+12
1938
$1K ﹤0.01%
23
+20
1939
$1K ﹤0.01%
12
+11
1940
$1K ﹤0.01%
28
-1
1941
$1K ﹤0.01%
21
-13
1942
$1K ﹤0.01%
37
-22
1943
$1K ﹤0.01%
13
+9
1944
$1K ﹤0.01%
+49
1945
$1K ﹤0.01%
46
-152
1946
$1K ﹤0.01%
32
+16
1947
$1K ﹤0.01%
31
+12
1948
$1K ﹤0.01%
21
+12
1949
$1K ﹤0.01%
117
-24
1950
$1K ﹤0.01%
106
-1
76 77
78
79 80