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 17.33%
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
2601
$0 ﹤0.01%
+6
2602
$0 ﹤0.01%
7
2603
$0 ﹤0.01%
75
-6
2604
– –
-587
2605
$0 ﹤0.01%
+57
2606
$0 ﹤0.01%
23
-1
2607
$0 ﹤0.01%
+1
2608
$0 ﹤0.01%
11
+5
2609
$0 ﹤0.01%
15
-14
2610
$0 ﹤0.01%
26
+1
2611
$0 ﹤0.01%
11
-2
2612
$0 ﹤0.01%
5
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2613
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8
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2614
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+14
2615
$0 ﹤0.01%
12
-52
2616
$0 ﹤0.01%
20
-1
2617
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2618
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1
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2619
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+15
2620
$0 ﹤0.01%
6
-12
2621
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5
-2
2622
$0 ﹤0.01%
12
+1
2623
$0 ﹤0.01%
8
-1
2624
$0 ﹤0.01%
7
-1
2625
$0 ﹤0.01%
15
-1
103 104
105
106 107