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Home > Institutional Investor > Covestor Ltd > Profile

Instuitional Investor - Covestor Ltd

Fund Profile
Filing Period:
Fund Name: Covestor Ltd
Portfolio Value $159,695
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 16,942 $2,276 1.42%
2.
Vanguard Total Stock Mkt Etf
 7,025 $2,036 1.27%
3.
Microsoft Corp
 MSFT 4,449 $1,875 1.17%
4.
Vanguard Ftse Developed Etf
 37,594 $1,798 1.12%
5.
Apple Inc.
 AAPL 6,890 $1,725 1.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)