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
51
$299K 0.24%
8,222
+5,780
52
$295K 0.24%
4,542
+222
53
$291K 0.24%
31,035
+27,963
54
$290K 0.24%
+3,945
55
$287K 0.23%
2,145
-26
56
$286K 0.23%
1,616
-219
57
$285K 0.23%
988
+61
58
$282K 0.23%
3,399
-57
59
$280K 0.23%
9,188
+664
60
$274K 0.22%
826
-175
61
$269K 0.22%
1,717
-72
62
$266K 0.22%
6,932
+566
63
$265K 0.22%
3,086
-660
64
$262K 0.21%
333
-162
65
$259K 0.21%
2,492
+219
66
$250K 0.2%
2,491
-16
67
$248K 0.2%
892
-17
68
$247K 0.2%
1,534
+755
69
$247K 0.2%
6,361
+3,122
70
$242K 0.2%
3,829
-232
71
$242K 0.2%
3,017
+547
72
$240K 0.2%
5,425
+943
73
$237K 0.19%
2,011
-766
74
$237K 0.19%
1,723
+1,677
75
$235K 0.19%
4,190
+300
1 2
3
4 5