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
1976
$1K ﹤0.01%
85
-52
1977
$1K ﹤0.01%
+18
1978
$1K ﹤0.01%
65
-6
1979
$1K ﹤0.01%
16
-1
1980
$1K ﹤0.01%
19
+16
1981
$1K ﹤0.01%
26
+24
1982
$1K ﹤0.01%
23
-81
1983
$1K ﹤0.01%
8
+5
1984
$1K ﹤0.01%
106
+76
1985
$1K ﹤0.01%
54
-8
1986
$1K ﹤0.01%
+15
1987
$1K ﹤0.01%
6
+4
1988
$1K ﹤0.01%
65
+52
1989
$1K ﹤0.01%
11
+9
1990
$1K ﹤0.01%
+3
1991
$1K ﹤0.01%
50
-35
1992
$1K ﹤0.01%
119
-48
1993
$1K ﹤0.01%
32
-10
1994
$1K ﹤0.01%
48
+8
1995
$1K ﹤0.01%
39
1996
$1K ﹤0.01%
24
1997
$1K ﹤0.01%
27
1998
$1K ﹤0.01%
18
-14
1999
$1K ﹤0.01%
61
-49
2000
$1K ﹤0.01%
31
-5
78 79
80
81 82