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Covestor models holding DD
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Timberline Investment Management Dividend and Growth
- Equity
- Long-Only
- US
- Large Cap
- Yield
Performance
-
6.0%90 day
-
21.2%365 days
-
Avg. Sub.
5.0%90 day
Monthly vs S&P500
-1.6%
12 months
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401 Advisor Dividend and Income Plus
- Multi Asset Class
- Long-Short
- US
- Yield
Performance
-
1.5%90 day
-
7.9%365 days
-
Avg. Sub.
1.2%90 day
Monthly vs S&P500
-15.7%
12 months
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Libardo Lambrano Dividend Paying Large Caps
- Equity
- Long-Only
- US
- Large Cap
- Yield
Performance
-
6.4%90 day
-
13.4%365 days
-
Avg. Sub.
-90 day
Monthly vs S&P500
-7.0%
12 months
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Barrack Yard Advisors Core International Portfolio
- Equity
- Long-Only
- Global
- Multi Cap
- Value
Performance
-
2.4%90 day
-
5.2%S.I.
-
Avg. Sub.
-90 day
Monthly vs S&P500
-5.8%
S.I.
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Robert Freedland Growth and Momentum
- Equity
- Long-Only
- Global
- Multi Cap
- Value
Performance
-
7.9%90 day
-
21.0%365 days
-
Avg. Sub.
7.5%90 day
Monthly vs S&P500
-6.5%
12 months
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Timberline Investment Management Dividend and Growth
- Equity
- Long-Only
- US
- Large Cap
- Yield
Performance
-
6.0%90 day
-
21.2%365 days
-
Avg. Sub.
5.0%90 day
Monthly vs S&P500
-1.6%
12 months
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Harvest Financial Partners Domestic Dividend
- Equity
- Long-Only
- US
- Large Cap
- Value
Performance
-
5.2%90 day
-
16.1%365 days
-
Avg. Sub.
4.8%90 day
Monthly vs S&P500
-5.9%
12 months
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Crabtree Asset Mgmt Crabtree Technology
- Equity
- Long-Only
- US
- Small Cap
- Sector Focus
Performance
-
5.4%90 day
-
30.9%365 days
-
Avg. Sub.
4.7%90 day
Monthly vs S&P500
4.7%
12 months
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Dickenson Bay Capital Macro Yield
- Multi Asset Class
- Long-Short
- Global
- Yield,Value
Performance
-
3.8%90 day
-
27.8%365 days
-
Avg. Sub.
2.9%90 day
Monthly vs S&P500
4.3%
12 months
Important Information
1. Past performance is no guarantee of future results.
2. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
4. All graph data is as of the end of day for the referenced period, unless otherwise specified.