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
826
$39K 0.03%
1,152
+77
827
$39K 0.03%
+316
828
$38K 0.03%
237
+150
829
$38K 0.03%
849
+771
830
$38K 0.03%
1,694
-2
831
$38K 0.03%
672
+2
832
$38K 0.03%
2,075
-1,192
833
$38K 0.03%
888
-26
834
$38K 0.03%
572
+1
835
$38K 0.03%
543
-424
836
$38K 0.03%
922
+205
837
$38K 0.03%
2,280
-138
838
$38K 0.03%
848
+217
839
$38K 0.03%
619
+486
840
$38K 0.03%
973
-29
841
$38K 0.03%
340
-248
842
$38K 0.03%
728
+142
843
$38K 0.03%
1,186
-145
844
$37K 0.03%
1,256
+426
845
$37K 0.03%
786
-38
846
$37K 0.03%
352
+188
847
$37K 0.03%
1,250
+37
848
$37K 0.03%
808
+138
849
$37K 0.03%
469
-3
850
$36K 0.03%
1,045
-39
32 33
34
35 36