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 20.01%
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%
169
-81
2027
$1K ﹤0.01%
19
-1
2028
$1K ﹤0.01%
39
-3
2029
$1K ﹤0.01%
159
-69
2030
$1K ﹤0.01%
98
-62
2031
$1K ﹤0.01%
19
+15
2032
$1K ﹤0.01%
17
-4
2033
$1K ﹤0.01%
155
+80
2034
$1K ﹤0.01%
5
2035
$1K ﹤0.01%
25
+12
2036
$1K ﹤0.01%
134
+24
2037
$1K ﹤0.01%
9
-2
2038
$1K ﹤0.01%
48
-10
2039
$1K ﹤0.01%
+13
2040
$1K ﹤0.01%
26
-30
2041
$1K ﹤0.01%
22
+6
2042
$1K ﹤0.01%
+259
2043
$1K ﹤0.01%
54
-54
2044
$1K ﹤0.01%
7
2045
$1K ﹤0.01%
52
+34
2046
$1K ﹤0.01%
198
-172
2047
$1K ﹤0.01%
34
+1
2048
$1K ﹤0.01%
36
-6
2049
$1K ﹤0.01%
42
-18
2050
$1K ﹤0.01%
40
+19
80 81
82
83 84