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
776
$44K 0.04%
1,118
+12
777
$44K 0.04%
1,218
-205
778
$44K 0.04%
969
+965
779
$44K 0.04%
708
-1,327
780
$44K 0.04%
1,193
+1,179
781
$43K 0.04%
485
-971
782
$43K 0.04%
+489
783
$43K 0.04%
725
+111
784
$43K 0.04%
442
+199
785
$43K 0.04%
288
+93
786
$43K 0.04%
562
-853
787
$43K 0.04%
5,059
788
$43K 0.04%
32
-51
789
$43K 0.04%
91
+5
790
$43K 0.04%
1,436
-93
791
$43K 0.04%
611
+78
792
$42K 0.03%
517
-124
793
$42K 0.03%
10,902
+7,471
794
$42K 0.03%
181
-33
795
$42K 0.03%
947
-61
796
$42K 0.03%
661
+89
797
$42K 0.03%
1,942
-1,675
798
$41K 0.03%
1,192
+211
799
$41K 0.03%
2,196
-54
800
$41K 0.03%
1,261
-1,042
30 31
32
33 34