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
2126
$1K ﹤0.01%
89
+85
2127
$1K ﹤0.01%
48
+39
2128
$1K ﹤0.01%
55
+38
2129
$1K ﹤0.01%
80
-61
2130
$1K ﹤0.01%
118
-160
2131
$1K ﹤0.01%
54
+18
2132
$1K ﹤0.01%
+73
2133
$1K ﹤0.01%
63
-11
2134
$1K ﹤0.01%
20
+17
2135
$1K ﹤0.01%
87
+47
2136
$1K ﹤0.01%
29
+23
2137
$1K ﹤0.01%
75
2138
$1K ﹤0.01%
8
2139
$1K ﹤0.01%
41
+29
2140
$1K ﹤0.01%
+81
2141
$1K ﹤0.01%
10
+8
2142
$1K ﹤0.01%
32
-4
2143
$1K ﹤0.01%
35
-62
2144
$1K ﹤0.01%
36
-30
2145
$1K ﹤0.01%
+8
2146
$1K ﹤0.01%
226
2147
$1K ﹤0.01%
7
+5
2148
$1K ﹤0.01%
55
+54
2149
$1K ﹤0.01%
29
+21
2150
$1K ﹤0.01%
70
+69
84 85
86
87 88