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
876
$34K 0.03%
3,571
+3,540
877
$34K 0.03%
842
-1,072
878
$33K 0.03%
3,761
879
$33K 0.03%
46
+40
880
$33K 0.03%
148
-290
881
$33K 0.03%
653
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882
$33K 0.03%
1,705
-606
883
$33K 0.03%
2,503
-554
884
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1,029
-3
885
$33K 0.03%
233
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886
$33K 0.03%
6,426
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887
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998
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993
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889
$32K 0.03%
739
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890
$32K 0.03%
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891
$32K 0.03%
478
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376
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895
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215
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2,240
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$31K 0.03%
1,557
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899
$31K 0.03%
670
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$31K 0.03%
884
-47
34 35
36
37 38