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
2026
$1K ﹤0.01%
24
-46
2027
$1K ﹤0.01%
18
-10
2028
$1K ﹤0.01%
53
+13
2029
$1K ﹤0.01%
15
+9
2030
$1K ﹤0.01%
96
+55
2031
$1K ﹤0.01%
158
+12
2032
$1K ﹤0.01%
19
+1
2033
$1K ﹤0.01%
49
-23
2034
$1K ﹤0.01%
25
2035
$1K ﹤0.01%
41
+7
2036
$1K ﹤0.01%
27
+6
2037
$1K ﹤0.01%
25
+12
2038
$1K ﹤0.01%
134
+24
2039
$1K ﹤0.01%
198
-172
2040
$1K ﹤0.01%
36
2041
$1K ﹤0.01%
29
2042
$1K ﹤0.01%
32
2043
$1K ﹤0.01%
27
-16
2044
$1K ﹤0.01%
36
-20
2045
$1K ﹤0.01%
110
-1
2046
$1K ﹤0.01%
26
-149
2047
$1K ﹤0.01%
107
-1
2048
$1K ﹤0.01%
101
+2
2049
$1K ﹤0.01%
3
2050
$1K ﹤0.01%
26
-17
80 81
82
83 84