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
$159M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$350K
3
+$282K
4
HOOD icon
Robinhood
HOOD
+$279K
5
BBIO icon
BridgeBio Pharma
BBIO
+$265K

Top Sells

1
+$1.05M
2
+$405K
3
+$371K
4
EDR
Endeavor Group Holdings, Inc.
EDR
+$362K
5
ASML icon
ASML
ASML
+$320K

Sector Composition

1 Technology 20.53%
2 Industrials 13.78%
3 Financials 11.47%
4 Healthcare 11.29%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
182
-683
2027
$1K ﹤0.01%
194
+33
2028
$1K ﹤0.01%
52
+9
2029
$1K ﹤0.01%
22
-15
2030
$1K ﹤0.01%
29
-30
2031
$1K ﹤0.01%
46
-18
2032
$1K ﹤0.01%
23
+1
2033
$1K ﹤0.01%
14
+4
2034
$1K ﹤0.01%
+17
2035
$1K ﹤0.01%
32
-9
2036
$1K ﹤0.01%
+16
2037
$1K ﹤0.01%
23
+8
2038
$1K ﹤0.01%
116
+39
2039
$1K ﹤0.01%
30
+12
2040
$1K ﹤0.01%
+101
2041
$1K ﹤0.01%
26
-23
2042
$1K ﹤0.01%
16
+12
2043
$1K ﹤0.01%
21
+4
2044
$1K ﹤0.01%
15
-2
2045
$1K ﹤0.01%
28
-39
2046
$1K ﹤0.01%
35
+31
2047
$1K ﹤0.01%
33
+8
2048
$1K ﹤0.01%
+26
2049
$1K ﹤0.01%
25
-130
2050
$1K ﹤0.01%
89
+36
80 81
82
83 84