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
926
$29K 0.02%
452
-315
927
$29K 0.02%
380
+8
928
$29K 0.02%
659
+649
929
$28K 0.02%
+1,322
930
$28K 0.02%
408
+229
931
$28K 0.02%
208
-6
932
$28K 0.02%
193
+96
933
$28K 0.02%
492
+128
934
$28K 0.02%
550
+29
935
$28K 0.02%
604
-269
936
$28K 0.02%
187
-508
937
$28K 0.02%
231
+108
938
$28K 0.02%
213
-54
939
$28K 0.02%
311
-229
940
$28K 0.02%
949
-181
941
$28K 0.02%
1,342
+992
942
$27K 0.02%
280
-4
943
$27K 0.02%
759
-2
944
$27K 0.02%
40
-4
945
$27K 0.02%
+1,160
946
$27K 0.02%
79
-70
947
$27K 0.02%
750
-1,210
948
$27K 0.02%
149
-137
949
$27K 0.02%
2,619
+718
950
$27K 0.02%
7,868
+290
36 37
38
39 40