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
2076
$1K ﹤0.01%
34
-61
2077
$1K ﹤0.01%
142
+98
2078
$1K ﹤0.01%
104
+100
2079
$1K ﹤0.01%
35
+1
2080
$1K ﹤0.01%
14
+9
2081
$1K ﹤0.01%
+125
2082
$1K ﹤0.01%
51
+34
2083
$1K ﹤0.01%
4
+3
2084
$1K ﹤0.01%
15
+7
2085
$1K ﹤0.01%
17
-10
2086
$1K ﹤0.01%
39
+30
2087
$1K ﹤0.01%
51
-20
2088
$1K ﹤0.01%
102
+69
2089
$1K ﹤0.01%
12
-3
2090
$1K ﹤0.01%
20
-12
2091
$1K ﹤0.01%
24
+2
2092
$1K ﹤0.01%
55
+53
2093
$1K ﹤0.01%
25
+21
2094
$1K ﹤0.01%
61
-110
2095
$1K ﹤0.01%
14
+12
2096
$1K ﹤0.01%
23
+20
2097
$1K ﹤0.01%
12
+11
2098
$1K ﹤0.01%
28
-1
2099
$1K ﹤0.01%
21
-13
2100
$1K ﹤0.01%
37
-22
82 83
84
85 86