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
601
$68K 0.06%
8,113
+5,471
602
$68K 0.06%
926
+158
603
$68K 0.06%
772
-1,180
604
$67K 0.05%
276
+29
605
$66K 0.05%
1,962
+634
606
$66K 0.05%
218
-20
607
$66K 0.05%
529
-112
608
$66K 0.05%
5,855
+1,505
609
$66K 0.05%
521
+5
610
$66K 0.05%
3,973
+2,931
611
$66K 0.05%
1,618
-1,903
612
$66K 0.05%
801
-144
613
$65K 0.05%
54
614
$65K 0.05%
437
-292
615
$65K 0.05%
314
-78
616
$65K 0.05%
772
-7
617
$65K 0.05%
482
+152
618
$65K 0.05%
+1,071
619
$65K 0.05%
3,618
+49
620
$64K 0.05%
2,074
+227
621
$64K 0.05%
987
+163
622
$64K 0.05%
1,571
+245
623
$64K 0.05%
3,289
-1
624
$64K 0.05%
1,270
+1,113
625
$63K 0.05%
16,879
+619
23 24
25
26 27