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
576
$71K 0.06%
1,758
-568
577
$71K 0.06%
1,125
-1,185
578
$71K 0.06%
214
-243
579
$71K 0.06%
1,669
-251
580
$71K 0.06%
591
-87
581
$71K 0.06%
280
-32
582
$71K 0.06%
226
-32
583
$71K 0.06%
339
+49
584
$71K 0.06%
2,022
+673
585
$70K 0.06%
92
+28
586
$70K 0.06%
1,457
+222
587
$70K 0.06%
856
-133
588
$70K 0.06%
1,098
+466
589
$69K 0.06%
462
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590
$69K 0.06%
1,936
+64
591
$69K 0.06%
1,119
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592
$69K 0.06%
1,981
-558
593
$69K 0.06%
2,779
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594
$69K 0.06%
1,816
-777
595
$69K 0.06%
493
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596
$69K 0.06%
2,989
+774
597
$68K 0.06%
149
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598
$68K 0.06%
513
-46
599
$68K 0.06%
5,589
+3,581
600
$68K 0.06%
2,134
-230
22 23
24
25 26