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
2701
$0 ﹤0.01%
10
+4
2702
$0 ﹤0.01%
2
+1
2703
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2704
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2705
$0 ﹤0.01%
2
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2706
– –
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2707
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14
-640
2708
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-660
2709
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2710
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2711
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2712
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2713
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2714
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2715
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2717
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2718
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2719
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2720
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2721
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+4
2722
$0 ﹤0.01%
10
-149
2723
$0 ﹤0.01%
14
-1
2724
$0 ﹤0.01%
1
-34
2725
$0 ﹤0.01%
32
+8
107 108
109
110 111