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
$148M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.77M
3
+$1.43M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.08M
5
OBE
Obsidian Energy
OBE
+$861K

Top Sells

1
+$102K
2
+$78.7K
3
+$77.5K
4
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$75K
5
NJR icon
New Jersey Resources
NJR
+$72.1K

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 14.29%
3 Industrials 10.99%
4 Financials 10.91%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$39K 0.03%
254
-78
877
$39K 0.03%
353
-4
878
$39K 0.03%
2,339
-26
879
$38K 0.03%
1,257
-12
880
$38K 0.03%
281
+51
881
$38K 0.03%
1,676
+1,191
882
$38K 0.03%
517
-5
883
$38K 0.03%
2,890
+2,854
884
$38K 0.03%
794
-143
885
$38K 0.03%
896
+324
886
$38K 0.03%
468
-4
887
$38K 0.03%
439
+327
888
$38K 0.03%
8,309
-117
889
$37K 0.02%
971
-16
890
$37K 0.02%
+605
891
$37K 0.02%
339
-191
892
$37K 0.02%
+1,425
893
$37K 0.02%
1,385
+1,265
894
$37K 0.02%
173
-104
895
$37K 0.02%
482
+334
896
$36K 0.02%
571
-222
897
$36K 0.02%
150
+57
898
$36K 0.02%
213
+73
899
$36K 0.02%
2,599
+2,503
900
$36K 0.02%
+5,664
34 35
36
37 38