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
$123M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,923
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$487K
3
+$433K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$394K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$290K

Top Sells

1
+$1.15M
2
+$534K
3
+$471K
4
AMN icon
AMN Healthcare
AMN
+$220K
5
KHC icon
Kraft Heinz
KHC
+$195K

Sector Composition

1 Technology 17.24%
2 Financials 13.85%
3 Industrials 12.54%
4 Healthcare 11.27%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$0 ﹤0.01%
27
2527
$0 ﹤0.01%
4
2528
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2529
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2530
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2531
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2532
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2533
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2534
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2535
$0 ﹤0.01%
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2536
$0 ﹤0.01%
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2537
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2538
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+2
2539
$0 ﹤0.01%
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2540
$0 ﹤0.01%
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2541
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6
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2542
$0 ﹤0.01%
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2543
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+7
2544
$0 ﹤0.01%
5
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2545
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3
-1
2546
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8
+2
2547
$0 ﹤0.01%
1
2548
$0 ﹤0.01%
3
2549
$0 ﹤0.01%
7
-2
2550
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