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 20.29%
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
2126
$1K ﹤0.01%
20
-9
2127
$1K ﹤0.01%
31
+16
2128
$1K ﹤0.01%
+17
2129
$1K ﹤0.01%
29
-7
2130
$1K ﹤0.01%
83
+41
2131
$1K ﹤0.01%
21
2132
$1K ﹤0.01%
19
+3
2133
$1K ﹤0.01%
+121
2134
$1K ﹤0.01%
92
-84
2135
$1K ﹤0.01%
+35
2136
$1K ﹤0.01%
14
+12
2137
$1K ﹤0.01%
+38
2138
$1K ﹤0.01%
42
-33
2139
$1K ﹤0.01%
41
2140
$1K ﹤0.01%
180
-1
2141
$1K ﹤0.01%
16
-12
2142
$1K ﹤0.01%
27
2143
$1K ﹤0.01%
26
-10
2144
$1K ﹤0.01%
42
+3
2145
$1K ﹤0.01%
106
-53
2146
$1K ﹤0.01%
56
+51
2147
$1K ﹤0.01%
27
-31
2148
$1K ﹤0.01%
110
-47
2149
$1K ﹤0.01%
85
-52
2150
$1K ﹤0.01%
+18
84 85
86
87 88