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
651
$60K 0.05%
1,804
+1,796
652
$60K 0.05%
12
653
$60K 0.05%
664
-124
654
$60K 0.05%
5,752
-48
655
$60K 0.05%
442
+31
656
$59K 0.05%
2,803
-493
657
$59K 0.05%
626
+289
658
$59K 0.05%
1,617
+1,363
659
$59K 0.05%
1,924
-179
660
$59K 0.05%
+6,534
661
$59K 0.05%
2,714
-1,826
662
$59K 0.05%
5,218
-1,791
663
$59K 0.05%
1,224
+177
664
$58K 0.05%
246
+193
665
$58K 0.05%
445
+2
666
$58K 0.05%
386
+68
667
$58K 0.05%
664
+34
668
$58K 0.05%
251
+12
669
$58K 0.05%
1,397
+444
670
$58K 0.05%
5,077
+24
671
$58K 0.05%
104
-61
672
$58K 0.05%
566
-9
673
$58K 0.05%
368
+145
674
$58K 0.05%
240
-26
675
$57K 0.05%
834
+19
25 26
27
28 29