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 20.22%
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%
3
+2
1927
$1K ﹤0.01%
34
-33
1928
$1K ﹤0.01%
15
+5
1929
$1K ﹤0.01%
34
-51
1930
$1K ﹤0.01%
53
-8
1931
$1K ﹤0.01%
20
+11
1932
$1K ﹤0.01%
22
+17
1933
$1K ﹤0.01%
60
+56
1934
$1K ﹤0.01%
286
-23
1935
$1K ﹤0.01%
+22
1936
$1K ﹤0.01%
72
+10
1937
$1K ﹤0.01%
+2
1938
$1K ﹤0.01%
18
-8
1939
$1K ﹤0.01%
13
-209
1940
$1K ﹤0.01%
24
+14
1941
$1K ﹤0.01%
23
-19
1942
$1K ﹤0.01%
28
-6
1943
$1K ﹤0.01%
53
+41
1944
$1K ﹤0.01%
18
-472
1945
$1K ﹤0.01%
37
+29
1946
$1K ﹤0.01%
140
+105
1947
$1K ﹤0.01%
74
+45
1948
$1K ﹤0.01%
38
-32
1949
$1K ﹤0.01%
27
+24
1950
$1K ﹤0.01%
51
-59
76 77
78
79 80