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
901
$31K 0.03%
253
-276
902
$31K 0.03%
3,229
-87
903
$31K 0.03%
+833
904
$31K 0.03%
265
-208
905
$31K 0.03%
444
-13
906
$31K 0.03%
210
-7
907
$30K 0.02%
350
-552
908
$30K 0.02%
62
-77
909
$30K 0.02%
482
-99
910
$30K 0.02%
1,471
-3
911
$30K 0.02%
744
+449
912
$30K 0.02%
248
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913
$30K 0.02%
76
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914
$30K 0.02%
470
+44
915
$30K 0.02%
1,846
-55
916
$30K 0.02%
2,887
-1
917
$30K 0.02%
1,031
-840
918
$30K 0.02%
624
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919
$29K 0.02%
622
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920
$29K 0.02%
1,241
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921
$29K 0.02%
157
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922
$29K 0.02%
1,026
-28
923
$29K 0.02%
104
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924
$29K 0.02%
441
+60
925
$29K 0.02%
2,108
-65
35 36
37
38 39