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
701
$53K 0.04%
2,731
+530
702
$53K 0.04%
1,962
+581
703
$53K 0.04%
520
+234
704
$53K 0.04%
776
-112
705
$53K 0.04%
248
+11
706
$53K 0.04%
369
+84
707
$53K 0.04%
491
+2
708
$53K 0.04%
506
-162
709
$53K 0.04%
773
-833
710
$52K 0.04%
2,924
-119
711
$52K 0.04%
1,903
+1,882
712
$52K 0.04%
282
+165
713
$52K 0.04%
9,828
+1,963
714
$52K 0.04%
1,485
+196
715
$51K 0.04%
+18,016
716
$51K 0.04%
486
+2
717
$51K 0.04%
818
-47
718
$50K 0.04%
778
-1,013
719
$50K 0.04%
471
+467
720
$50K 0.04%
264
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721
$50K 0.04%
+2,603
722
$50K 0.04%
1,077
+8
723
$50K 0.04%
430
+296
724
$50K 0.04%
1,452
+1,411
725
$50K 0.04%
91
-55
27 28
29
30 31