Ana-Maria Ignat

@Covestor Ltd

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$159.529M

Total holdings2831

Assets growth rate3.21%

Assets growth rate (2-Q avg)0.69%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Covestor Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Covestor Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 159.529M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 0.69%. The portfolio is managed by Ana-Maria Ignat, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Total Stock Mkt Etf Recent Activity Increased 6.78%	1.2%	$1.906M 6,732 shares@ $283.13 avg price	Increased 6.78%
VEAVanguard Ftse Developed Etf Recent Activity Increased 11.95%	1.15%	$1.832M 34,692 shares@ $52.81 avg price	Increased 11.95%
MSFTMicrosoft Corp Recent Activity Increased 0.54%	1.07%	$1.706M 3,965 shares@ $430.27 avg price	Increased 0.54%
VWOVanguard Ftse Emerging Marke Recent Activity Increased 11.33%	0.82%	$1.303M 27,237 shares@ $47.84 avg price	Increased 11.33%
AMZNAmazon.com Inc Recent Activity Increased 1.82%	0.63%	$994,000 5,339 shares@ $186.18 avg price	Increased 1.82%
SPXLDirexion Dly S&p 500 Bull 3x Recent Activity Increased 31.55%	0.59%	$926,000 5,650 shares@ $163.9 avg price	Increased 31.55%
VYMVanguard High Dvd Yield Etf Recent Activity Increased 7.55%	0.58%	$921,000 7,182 shares@ $128.24 avg price	Increased 7.55%
CORZCore Scientific Inc Recent Activity Increased 52.32%	0.52%	$815,000 68,749 shares@ $11.86 avg price	Increased 52.32%
NOWServicenow Inc Recent Activity Increased 91.36%	0.46%	$733,000 819 shares@ $895.0 avg price	Increased 91.36%
DXCDxc Technology Co Recent Activity Increased 1.47%	0.44%	$697,000 33,606 shares@ $20.75 avg price	Increased 1.47%