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 20.46%
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%
62
+9
2027
$1K ﹤0.01%
40
-25
2028
$1K ﹤0.01%
12
-21
2029
$1K ﹤0.01%
8
-3
2030
$1K ﹤0.01%
+60
2031
$1K ﹤0.01%
5
2032
$1K ﹤0.01%
39
-2
2033
$1K ﹤0.01%
32
-13
2034
$1K ﹤0.01%
5
-1
2035
$1K ﹤0.01%
27
-200
2036
$1K ﹤0.01%
26
-1
2037
$1K ﹤0.01%
283
+100
2038
$1K ﹤0.01%
44
2039
$1K ﹤0.01%
54
-9
2040
$1K ﹤0.01%
17
2041
$1K ﹤0.01%
152
+31
2042
$1K ﹤0.01%
10
-3
2043
$1K ﹤0.01%
2
-1
2044
$1K ﹤0.01%
68
+5
2045
$1K ﹤0.01%
365
-30
2046
$1K ﹤0.01%
43
+9
2047
$1K ﹤0.01%
5
-9
2048
$1K ﹤0.01%
28
-4
2049
$1K ﹤0.01%
12
+10
2050
$1K ﹤0.01%
9
+5
80 81
82
83 84