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
76
$235K 0.19%
11,126
+1,500
77
$232K 0.19%
4,867
-243
78
$229K 0.19%
43,736
+16,879
79
$227K 0.19%
2,071
-119
80
$227K 0.19%
2,461
+651
81
$227K 0.19%
3,632
+704
82
$227K 0.19%
15,233
-1,687
83
$224K 0.18%
936
-19
84
$224K 0.18%
8,020
+3,387
85
$222K 0.18%
556
+83
86
$220K 0.18%
2,569
+354
87
$219K 0.18%
1,930
-144
88
$218K 0.18%
2,231
-1,127
89
$216K 0.18%
2,051
-13
90
$216K 0.18%
14,810
-7,690
91
$215K 0.18%
6,724
+1,584
92
$215K 0.18%
8,327
+1,831
93
$214K 0.17%
2,623
-447
94
$213K 0.17%
6,131
-1,326
95
$213K 0.17%
1,651
+1
96
$212K 0.17%
619
-12
97
$211K 0.17%
8,440
-1,314
98
$210K 0.17%
7,126
-412
99
$210K 0.17%
9,749
-976
100
$209K 0.17%
9,900
+2,717
2 3
4
5 6