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
376
$102K 0.08%
120
377
$101K 0.08%
1,229
-165
378
$101K 0.08%
324
-184
379
$101K 0.08%
967
+128
380
$101K 0.08%
3,358
+183
381
$101K 0.08%
2,164
+310
382
$101K 0.08%
936
-228
383
$101K 0.08%
1,055
-3
384
$101K 0.08%
5,626
+644
385
$101K 0.08%
3,147
+586
386
$101K 0.08%
936
+56
387
$101K 0.08%
1,780
+133
388
$101K 0.08%
1,584
+170
389
$100K 0.08%
423
+42
390
$100K 0.08%
3,550
-750
391
$100K 0.08%
1,252
+94
392
$100K 0.08%
1,587
+195
393
$99K 0.08%
819
-91
394
$98K 0.08%
766
-14
395
$98K 0.08%
560
+228
396
$98K 0.08%
9,806
-1,661
397
$98K 0.08%
1,492
+404
398
$97K 0.08%
841
+380
399
$97K 0.08%
1,827
+348
400
$97K 0.08%
570
+150
14 15
16
17 18