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
951
$27K 0.02%
159
-149
952
$27K 0.02%
165
953
$26K 0.02%
260
-155
954
$26K 0.02%
172
+43
955
$26K 0.02%
363
-132
956
$26K 0.02%
126
-140
957
$26K 0.02%
94
-3
958
$26K 0.02%
450
959
$26K 0.02%
313
+310
960
$26K 0.02%
491
+395
961
$26K 0.02%
757
+401
962
$25K 0.02%
83
+12
963
$25K 0.02%
544
-630
964
$25K 0.02%
153
-2
965
$25K 0.02%
73
-136
966
$25K 0.02%
318
-5
967
$25K 0.02%
811
-239
968
$25K 0.02%
4,535
-134
969
$25K 0.02%
2,327
-5,473
970
$25K 0.02%
345
971
$25K 0.02%
305
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972
$24K 0.02%
850
-2,258
973
$24K 0.02%
300
-98
974
$24K 0.02%
985
-559
975
$24K 0.02%
393
-3
37 38
39
40 41