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
501
$82K 0.07%
2,651
-2,891
502
$82K 0.07%
641
+111
503
$81K 0.07%
+1,213
504
$81K 0.07%
350
-182
505
$81K 0.07%
1,296
+75
506
$81K 0.07%
815
-10
507
$81K 0.07%
1,560
+851
508
$81K 0.07%
2,454
+8
509
$81K 0.07%
417
510
$80K 0.07%
2,513
+2,508
511
$80K 0.07%
556
512
$80K 0.07%
686
-235
513
$80K 0.07%
3,533
-38
514
$80K 0.07%
509
-55
515
$80K 0.07%
5,484
-1,992
516
$79K 0.06%
476
+63
517
$79K 0.06%
2,061
-327
518
$79K 0.06%
1,080
+511
519
$79K 0.06%
1,108
+508
520
$79K 0.06%
579
+98
521
$78K 0.06%
369
+25
522
$78K 0.06%
1,187
+123
523
$78K 0.06%
856
+90
524
$78K 0.06%
128
-27
525
$78K 0.06%
927
+636
19 20
21
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