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
1951
$1K ﹤0.01%
36
+35
1952
$1K ﹤0.01%
271
-44
1953
$1K ﹤0.01%
74
-31
1954
$1K ﹤0.01%
75
1955
$1K ﹤0.01%
8
1956
$1K ﹤0.01%
36
-2
1957
$1K ﹤0.01%
7
1958
$1K ﹤0.01%
15
-12
1959
$1K ﹤0.01%
+36
1960
$1K ﹤0.01%
26
+4
1961
$1K ﹤0.01%
168
+151
1962
$1K ﹤0.01%
96
-2
1963
$1K ﹤0.01%
49
+17
1964
$1K ﹤0.01%
299
+53
1965
$1K ﹤0.01%
27
+5
1966
$1K ﹤0.01%
13
-38
1967
$1K ﹤0.01%
64
+3
1968
$1K ﹤0.01%
10
-3
1969
$1K ﹤0.01%
89
+78
1970
$1K ﹤0.01%
24
-7
1971
$1K ﹤0.01%
25
-14
1972
$1K ﹤0.01%
18
-6
1973
$1K ﹤0.01%
29
+1
1974
$1K ﹤0.01%
13
-16
1975
$1K ﹤0.01%
48
-26
77 78
79
80 81