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
$159M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$350K
3
+$282K
4
HOOD icon
Robinhood
HOOD
+$279K
5
BBIO icon
BridgeBio Pharma
BBIO
+$265K

Top Sells

1
+$1.05M
2
+$405K
3
+$371K
4
EDR
Endeavor Group Holdings, Inc.
EDR
+$362K
5
ASML icon
ASML
ASML
+$320K

Sector Composition

1 Technology 20.53%
2 Industrials 13.78%
3 Financials 11.47%
4 Healthcare 11.29%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$1K ﹤0.01%
105
-1
1927
$1K ﹤0.01%
240
-19
1928
$1K ﹤0.01%
116
+25
1929
$1K ﹤0.01%
21
-8
1930
$1K ﹤0.01%
+65
1931
$1K ﹤0.01%
337
1932
$1K ﹤0.01%
54
+5
1933
$1K ﹤0.01%
2
-499
1934
$1K ﹤0.01%
6
-4
1935
$1K ﹤0.01%
10
+2
1936
$1K ﹤0.01%
65
+7
1937
$1K ﹤0.01%
46
+41
1938
$1K ﹤0.01%
524
-6,144
1939
$1K ﹤0.01%
46
-45
1940
$1K ﹤0.01%
37
-3
1941
$1K ﹤0.01%
40
+3
1942
$1K ﹤0.01%
5
-8
1943
$1K ﹤0.01%
122
+1
1944
$1K ﹤0.01%
132
-1,328
1945
$1K ﹤0.01%
8
-6
1946
$1K ﹤0.01%
13
-7
1947
$1K ﹤0.01%
36
+6
1948
$1K ﹤0.01%
73
1949
$1K ﹤0.01%
116
+45
1950
$1K ﹤0.01%
42
+11
76 77
78
79 80