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
1951
$1K ﹤0.01%
21
+13
1952
$1K ﹤0.01%
145
1953
$1K ﹤0.01%
+2
1954
$1K ﹤0.01%
30
-4
1955
$1K ﹤0.01%
16
+13
1956
$1K ﹤0.01%
29
+11
1957
$1K ﹤0.01%
55
+54
1958
$1K ﹤0.01%
5
+4
1959
$1K ﹤0.01%
24
+15
1960
$1K ﹤0.01%
+18
1961
$1K ﹤0.01%
19
+9
1962
$1K ﹤0.01%
+17
1963
$1K ﹤0.01%
29
-7
1964
$1K ﹤0.01%
+38
1965
$1K ﹤0.01%
42
-33
1966
$1K ﹤0.01%
41
1967
$1K ﹤0.01%
180
-1
1968
$1K ﹤0.01%
16
-12
1969
$1K ﹤0.01%
27
1970
$1K ﹤0.01%
26
-10
1971
$1K ﹤0.01%
42
+3
1972
$1K ﹤0.01%
106
-53
1973
$1K ﹤0.01%
56
+51
1974
$1K ﹤0.01%
27
-31
1975
$1K ﹤0.01%
110
-47
77 78
79
80 81