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
401
$97K 0.08%
+4,261
402
$96K 0.08%
174
-5
403
$96K 0.08%
1,102
+115
404
$96K 0.08%
741
-266
405
$96K 0.08%
301
+25
406
$96K 0.08%
1,567
+309
407
$96K 0.08%
1,402
408
$96K 0.08%
1,031
-863
409
$95K 0.08%
1,455
+1,450
410
$95K 0.08%
2,249
+371
411
$95K 0.08%
1,299
+1,288
412
$95K 0.08%
906
+102
413
$95K 0.08%
1,253
+395
414
$95K 0.08%
2,230
+249
415
$94K 0.08%
383
-158
416
$94K 0.08%
1,453
417
$94K 0.08%
1,572
-236
418
$94K 0.08%
2,451
-898
419
$94K 0.08%
536
-2
420
$94K 0.08%
2,002
-42
421
$93K 0.08%
2,437
+1,749
422
$93K 0.08%
2,441
+148
423
$93K 0.08%
8,037
-5,646
424
$93K 0.08%
2,332
+2,320
425
$93K 0.08%
1,917
15 16
17
18 19