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
276
$130K 0.11%
618
-1
277
$130K 0.11%
1,188
-68
278
$129K 0.11%
4,625
+1,729
279
$129K 0.11%
463
+411
280
$129K 0.11%
8,437
+3,907
281
$129K 0.11%
7,735
+2,542
282
$129K 0.11%
9,441
+1,790
283
$128K 0.1%
2,519
+235
284
$128K 0.1%
1,204
-181
285
$128K 0.1%
1,095
-92
286
$128K 0.1%
33
-1
287
$128K 0.1%
3,685
-1,241
288
$128K 0.1%
906
+62
289
$127K 0.1%
1,390
+24
290
$126K 0.1%
2,493
+9
291
$126K 0.1%
1,187
+114
292
$126K 0.1%
3,682
-2,397
293
$125K 0.1%
491
-15
294
$125K 0.1%
+2,742
295
$125K 0.1%
1,119
+1,003
296
$125K 0.1%
822
-63
297
$125K 0.1%
2,643
-258
298
$124K 0.1%
1,712
-148
299
$124K 0.1%
2,939
+827
300
$123K 0.1%
4,459
+162
10 11
12
13 14