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
1951
$1K ﹤0.01%
19
+9
1952
$1K ﹤0.01%
28
+26
1953
$1K ﹤0.01%
52
-2
1954
$1K ﹤0.01%
15
-8
1955
$1K ﹤0.01%
20
-9
1956
$1K ﹤0.01%
78
-12
1957
$1K ﹤0.01%
71
-12
1958
$1K ﹤0.01%
40
+18
1959
$1K ﹤0.01%
47
+23
1960
$1K ﹤0.01%
45
+18
1961
$1K ﹤0.01%
8
-3
1962
$1K ﹤0.01%
52
-1,227
1963
$1K ﹤0.01%
24
-11
1964
$1K ﹤0.01%
67
1965
$1K ﹤0.01%
+52
1966
$1K ﹤0.01%
6
+2
1967
$1K ﹤0.01%
18
-6
1968
$1K ﹤0.01%
28
-4
1969
$1K ﹤0.01%
65
+14
1970
$1K ﹤0.01%
7
-2
1971
$1K ﹤0.01%
167
-6,789
1972
$1K ﹤0.01%
242
+26
1973
$1K ﹤0.01%
40
+6
1974
$1K ﹤0.01%
27
-9
1975
$1K ﹤0.01%
17
77 78
79
80 81