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
626
$63K 0.05%
1,519
-9
627
$63K 0.05%
1,863
+209
628
$63K 0.05%
400
+38
629
$63K 0.05%
1,283
+81
630
$62K 0.05%
464
-9
631
$62K 0.05%
2,940
-2,092
632
$62K 0.05%
288
-38
633
$62K 0.05%
1,322
+388
634
$62K 0.05%
877
+150
635
$62K 0.05%
1,168
-172
636
$62K 0.05%
1,482
-1,240
637
$61K 0.05%
1,767
-278
638
$61K 0.05%
188
+26
639
$61K 0.05%
1,657
-338
640
$61K 0.05%
1,427
+1,319
641
$61K 0.05%
+2,509
642
$61K 0.05%
5,623
-42
643
$61K 0.05%
576
-124
644
$61K 0.05%
541
-315
645
$61K 0.05%
261
-13
646
$61K 0.05%
4,645
-7,339
647
$61K 0.05%
245
-296
648
$61K 0.05%
1,880
+742
649
$61K 0.05%
1,669
+772
650
$60K 0.05%
442
+31
24 25
26
27 28