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 19.93%
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
1976
$1K ﹤0.01%
20
1977
$1K ﹤0.01%
13
1978
$1K ﹤0.01%
27
1979
$1K ﹤0.01%
43
-25
1980
$1K ﹤0.01%
44
-61
1981
$1K ﹤0.01%
32
+6
1982
$1K ﹤0.01%
22
1983
$1K ﹤0.01%
15
-1
1984
$1K ﹤0.01%
157
+28
1985
$1K ﹤0.01%
19
1986
$1K ﹤0.01%
29
-14
1987
$1K ﹤0.01%
18
+9
1988
$1K ﹤0.01%
34
+4
1989
$1K ﹤0.01%
59
-12
1990
$1K ﹤0.01%
34
-4
1991
$1K ﹤0.01%
18
+4
1992
$1K ﹤0.01%
+4
1993
$1K ﹤0.01%
47
-27
1994
$1K ﹤0.01%
72
+30
1995
$1K ﹤0.01%
20
-2
1996
$1K ﹤0.01%
19
-15
1997
$1K ﹤0.01%
133
-22
1998
$1K ﹤0.01%
141
+59
1999
$1K ﹤0.01%
73
+11
2000
$1K ﹤0.01%
197
-19
78 79
80
81 82