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
976
$24K 0.02%
1,145
+19
977
$24K 0.02%
83
-134
978
$24K 0.02%
643
-1,220
979
$24K 0.02%
753
-478
980
$24K 0.02%
785
+775
981
$24K 0.02%
323
-195
982
$23K 0.02%
163
-6
983
$23K 0.02%
281
+119
984
$23K 0.02%
157
-2
985
$23K 0.02%
+955
986
$23K 0.02%
307
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987
$23K 0.02%
595
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988
$23K 0.02%
675
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989
$23K 0.02%
168
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990
$23K 0.02%
404
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991
$23K 0.02%
278
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992
$23K 0.02%
345
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$23K 0.02%
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994
$23K 0.02%
468
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995
$23K 0.02%
472
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996
$23K 0.02%
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$22K 0.02%
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998
$22K 0.02%
246
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999
$22K 0.02%
397
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1000
$22K 0.02%
769
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38 39
40
41 42