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
$71.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$974K
3 +$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$396K

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 12.06%
3 Financials 12.02%
4 Healthcare 11.86%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1K ﹤0.01%
+23
1977
$1K ﹤0.01%
+5
1978
$1K ﹤0.01%
+7
1979
$1K ﹤0.01%
+46
1980
$1K ﹤0.01%
+24
1981
$1K ﹤0.01%
+31
1982
$1K ﹤0.01%
+40
1983
$1K ﹤0.01%
+30
1984
$1K ﹤0.01%
+37
1985
$1K ﹤0.01%
+30
1986
$1K ﹤0.01%
+7
1987
$1K ﹤0.01%
+19
1988
$1K ﹤0.01%
+16
1989
$1K ﹤0.01%
+85
1990
$1K ﹤0.01%
+42
1991
$1K ﹤0.01%
+21
1992
$1K ﹤0.01%
+20
1993
$1K ﹤0.01%
+32
1994
$1K ﹤0.01%
+57
1995
$1K ﹤0.01%
+32
1996
$1K ﹤0.01%
+11
1997
$1K ﹤0.01%
+18
1998
$1K ﹤0.01%
+22
1999
$1K ﹤0.01%
+33
2000
$1K ﹤0.01%
+29