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
676
$57K 0.05%
769
-140
677
$57K 0.05%
834
+19
678
$56K 0.05%
563
+61
679
$56K 0.05%
1,106
+1,091
680
$56K 0.05%
711
+304
681
$56K 0.05%
158
+97
682
$56K 0.05%
2,657
+523
683
$56K 0.05%
225
+103
684
$56K 0.05%
1,964
+1,048
685
$56K 0.05%
625
+147
686
$56K 0.05%
303
+302
687
$56K 0.05%
768
-2,062
688
$56K 0.05%
959
-387
689
$56K 0.05%
442
+279
690
$56K 0.05%
313
-7
691
$55K 0.04%
674
+124
692
$55K 0.04%
672
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693
$55K 0.04%
239
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694
$55K 0.04%
763
-767
695
$54K 0.04%
303
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696
$54K 0.04%
1,872
697
$54K 0.04%
201
-6
698
$54K 0.04%
665
-46
699
$54K 0.04%
5,134
+704
700
$53K 0.04%
1,949
-569
26 27
28
29 30