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
251
$137K 0.11%
2,058
+324
252
$137K 0.11%
1,938
+348
253
$136K 0.11%
13,178
+2,698
254
$136K 0.11%
279
-48
255
$136K 0.11%
1,853
+329
256
$136K 0.11%
1,368
-513
257
$136K 0.11%
404
-17
258
$135K 0.11%
565
-37
259
$135K 0.11%
11,542
-58
260
$134K 0.11%
1,903
+407
261
$134K 0.11%
2,029
+1
262
$134K 0.11%
1,937
+1,537
263
$133K 0.11%
1,407
-533
264
$133K 0.11%
3,830
+1,241
265
$133K 0.11%
1,050
-187
266
$132K 0.11%
5,217
+995
267
$132K 0.11%
1,370
-47
268
$132K 0.11%
764
+464
269
$132K 0.11%
671
-205
270
$132K 0.11%
1,511
+277
271
$132K 0.11%
1,174
+30
272
$131K 0.11%
1,837
+294
273
$131K 0.11%
2,542
+123
274
$131K 0.11%
1,026
+321
275
$130K 0.11%
7,465
+303
9 10
11
12 13