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 17.24%
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
851
$36K 0.03%
242
+77
852
$36K 0.03%
94
-12
853
$36K 0.03%
+1,593
854
$36K 0.03%
6,538
+1,789
855
$36K 0.03%
1,481
+1,044
856
$36K 0.03%
1,045
-39
857
$36K 0.03%
1,198
+53
858
$36K 0.03%
1,163
-119
859
$36K 0.03%
+1,215
860
$36K 0.03%
1,120
+1,002
861
$36K 0.03%
997
-25
862
$35K 0.03%
236
-7
863
$35K 0.03%
1,016
-31
864
$35K 0.03%
484
-5
865
$35K 0.03%
751
+686
866
$35K 0.03%
337
+169
867
$35K 0.03%
342
-3
868
$34K 0.03%
411
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869
$34K 0.03%
300
-203
870
$34K 0.03%
300
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871
$34K 0.03%
723
+532
872
$34K 0.03%
461
+45
873
$34K 0.03%
3,571
+3,540
874
$34K 0.03%
842
-1,072
875
$34K 0.03%
371
+73
33 34
35
36 37