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 17.24%
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
526
$78K 0.06%
856
+90
527
$78K 0.06%
3,346
-2,994
528
$78K 0.06%
1,257
-101
529
$78K 0.06%
256
+57
530
$78K 0.06%
1,250
-513
531
$78K 0.06%
1,966
+67
532
$77K 0.06%
16,056
+16,023
533
$77K 0.06%
6,496
+239
534
$77K 0.06%
3,971
+1,429
535
$77K 0.06%
233
+14
536
$76K 0.06%
+4,695
537
$76K 0.06%
312
-213
538
$76K 0.06%
5,962
+556
539
$76K 0.06%
889
+166
540
$76K 0.06%
1,109
+110
541
$76K 0.06%
2,109
+321
542
$76K 0.06%
811
-1
543
$76K 0.06%
2,257
-510
544
$76K 0.06%
5,495
+160
545
$76K 0.06%
939
+6
546
$75K 0.06%
1,765
+6
547
$75K 0.06%
1,000
+99
548
$75K 0.06%
1,645
+136
549
$75K 0.06%
1,550
+379
550
$75K 0.06%
1,281
-135
20 21
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