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
1026
$21K 0.02%
425
+88
1027
$21K 0.02%
455
+333
1028
$21K 0.02%
1,780
+22
1029
$20K 0.02%
+121
1030
$20K 0.02%
172
1031
$20K 0.02%
413
+129
1032
$20K 0.02%
709
+672
1033
$20K 0.02%
408
-13
1034
$20K 0.02%
324
-1,542
1035
$20K 0.02%
349
-3
1036
$20K 0.02%
142
+5
1037
$20K 0.02%
202
+11
1038
$20K 0.02%
+107
1039
$20K 0.02%
703
-1,539
1040
$20K 0.02%
109
+52
1041
$20K 0.02%
525
+8
1042
$19K 0.02%
81
-314
1043
$19K 0.02%
88
+7
1044
$19K 0.02%
296
-2
1045
$19K 0.02%
587
-26
1046
$19K 0.02%
545
-840
1047
$19K 0.02%
416
-3
1048
$19K 0.02%
394
1049
$19K 0.02%
313
-12
1050
$19K 0.02%
1,135
+1,073
40 41
42
43 44