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
451
$89K 0.07%
2,188
-5
452
$89K 0.07%
729
+455
453
$88K 0.07%
2,108
-17
454
$88K 0.07%
524
+73
455
$88K 0.07%
1,643
+683
456
$88K 0.07%
522
+20
457
$88K 0.07%
869
-227
458
$88K 0.07%
507
-45
459
$88K 0.07%
2,772
-2,805
460
$88K 0.07%
2,938
-675
461
$88K 0.07%
1,056
+536
462
$88K 0.07%
1,107
+310
463
$88K 0.07%
3,377
+3,294
464
$87K 0.07%
481
+25
465
$87K 0.07%
1,683
-66
466
$87K 0.07%
205
+1
467
$87K 0.07%
542
468
$87K 0.07%
2,258
+374
469
$87K 0.07%
1,968
-2,171
470
$87K 0.07%
5,316
+1,268
471
$86K 0.07%
1,559
-87
472
$86K 0.07%
1,010
-431
473
$86K 0.07%
5,243
-33
474
$86K 0.07%
2,641
-2
475
$86K 0.07%
1,060
+741
17 18
19
20 21