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
1076
$18K 0.01%
912
-184
1077
$18K 0.01%
126
1078
$17K 0.01%
561
-651
1079
$17K 0.01%
552
-10
1080
$17K 0.01%
171
-38
1081
$17K 0.01%
296
-2
1082
$17K 0.01%
939
1083
$17K 0.01%
602
-174
1084
$17K 0.01%
368
-1,383
1085
$17K 0.01%
11
-1
1086
$17K 0.01%
324
+4
1087
$17K 0.01%
59
-112
1088
$17K 0.01%
240
+4
1089
$17K 0.01%
291
+286
1090
$17K 0.01%
72
1091
$17K 0.01%
570
+304
1092
$17K 0.01%
534
-2,970
1093
$17K 0.01%
1,000
1094
$17K 0.01%
457
-301
1095
$16K 0.01%
107
-2
1096
$16K 0.01%
411
+405
1097
$16K 0.01%
80
+32
1098
$16K 0.01%
15,638
+2,420
1099
$16K 0.01%
253
-471
1100
$16K 0.01%
283
-18
42 43
44
45 46