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
2026
$1K ﹤0.01%
120
+117
2027
$1K ﹤0.01%
31
-18
2028
$1K ﹤0.01%
16
+12
2029
$1K ﹤0.01%
+51
2030
$1K ﹤0.01%
81
2031
$1K ﹤0.01%
+26
2032
$1K ﹤0.01%
35
-35
2033
$1K ﹤0.01%
65
-50
2034
$1K ﹤0.01%
50
-38
2035
$1K ﹤0.01%
490
+412
2036
$1K ﹤0.01%
46
+35
2037
$1K ﹤0.01%
198
+165
2038
$1K ﹤0.01%
8
+4
2039
$1K ﹤0.01%
+14
2040
$1K ﹤0.01%
9
+5
2041
$1K ﹤0.01%
+35
2042
$1K ﹤0.01%
173
-122
2043
$1K ﹤0.01%
98
-60
2044
$1K ﹤0.01%
4
+3
2045
$1K ﹤0.01%
17
+10
2046
$1K ﹤0.01%
24
+13
2047
$1K ﹤0.01%
118
-21
2048
$1K ﹤0.01%
11
+9
2049
$1K ﹤0.01%
27
+17
2050
$1K ﹤0.01%
39
-7
80 81
82
83 84