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
751
$48K 0.04%
762
-94
752
$47K 0.04%
825
+205
753
$47K 0.04%
2,246
-956
754
$47K 0.04%
1,333
+384
755
$47K 0.04%
2,423
-641
756
$47K 0.04%
+16,659
757
$47K 0.04%
337
-24
758
$47K 0.04%
1,444
+144
759
$47K 0.04%
842
+375
760
$46K 0.04%
2,218
+1,765
761
$46K 0.04%
1,013
-6
762
$46K 0.04%
688
-35
763
$46K 0.04%
652
+322
764
$46K 0.04%
2,638
-49
765
$46K 0.04%
275
-302
766
$46K 0.04%
1,181
767
$45K 0.04%
624
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768
$45K 0.04%
397
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769
$45K 0.04%
1,469
+53
770
$45K 0.04%
3,050
+2,600
771
$45K 0.04%
188
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772
$45K 0.04%
378
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773
$45K 0.04%
+302
774
$45K 0.04%
+824
775
$45K 0.04%
624
-66
29 30
31
32 33