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
1951
$1K ﹤0.01%
90
-11
1952
$1K ﹤0.01%
11
+2
1953
$1K ﹤0.01%
10
+8
1954
$1K ﹤0.01%
+337
1955
$1K ﹤0.01%
3
1956
$1K ﹤0.01%
65
+55
1957
$1K ﹤0.01%
+9
1958
$1K ﹤0.01%
12
+6
1959
$1K ﹤0.01%
+70
1960
$1K ﹤0.01%
54
-3
1961
$1K ﹤0.01%
27
+23
1962
$1K ﹤0.01%
9
+7
1963
$1K ﹤0.01%
+33
1964
$1K ﹤0.01%
66
-7
1965
$1K ﹤0.01%
35
+16
1966
$1K ﹤0.01%
82
+56
1967
$1K ﹤0.01%
13
+7
1968
$1K ﹤0.01%
162
-35
1969
$1K ﹤0.01%
17
+7
1970
$1K ﹤0.01%
34
+30
1971
$1K ﹤0.01%
73
+7
1972
$1K ﹤0.01%
36
+25
1973
$1K ﹤0.01%
78
-135
1974
$1K ﹤0.01%
120
+117
1975
$1K ﹤0.01%
31
-18
77 78
79
80 81