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
476
$86K 0.07%
1,600
+25
477
$86K 0.07%
2,813
+2,751
478
$86K 0.07%
873
+56
479
$86K 0.07%
851
+757
480
$85K 0.07%
+1,746
481
$85K 0.07%
4,119
-1,836
482
$85K 0.07%
863
+857
483
$85K 0.07%
1,477
-138
484
$85K 0.07%
4,696
-444
485
$85K 0.07%
1,600
+180
486
$85K 0.07%
2,985
+982
487
$84K 0.07%
2,753
+278
488
$84K 0.07%
+728
489
$84K 0.07%
805
-70
490
$84K 0.07%
164
-30
491
$84K 0.07%
4,706
+173
492
$83K 0.07%
3,614
-2,522
493
$83K 0.07%
1,411
-88
494
$83K 0.07%
3,249
+13
495
$83K 0.07%
913
+223
496
$83K 0.07%
780
+601
497
$83K 0.07%
1,859
-1
498
$83K 0.07%
1,212
+551
499
$82K 0.07%
1,841
+330
500
$82K 0.07%
1,047
-87
18 19
20
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