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
551
$75K 0.06%
637
-59
552
$74K 0.06%
340
-22
553
$74K 0.06%
473
+18
554
$74K 0.06%
6,771
+244
555
$74K 0.06%
1,417
+21
556
$74K 0.06%
484
-120
557
$74K 0.06%
1,812
-4,776
558
$74K 0.06%
517
-33
559
$74K 0.06%
1,052
+737
560
$73K 0.06%
540
+13
561
$73K 0.06%
5,629
+5,608
562
$73K 0.06%
2,110
+135
563
$73K 0.06%
311
-139
564
$73K 0.06%
3,971
+329
565
$73K 0.06%
1,036
-648
566
$73K 0.06%
1,607
-536
567
$72K 0.06%
429
568
$72K 0.06%
100
+13
569
$72K 0.06%
1,230
-584
570
$72K 0.06%
717
-56
571
$72K 0.06%
7,551
+467
572
$72K 0.06%
913
+124
573
$72K 0.06%
2,475
-30
574
$72K 0.06%
3,028
+932
575
$72K 0.06%
1,796
-1,197
21 22
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