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
1101
$16K 0.01%
145
+1
1102
$16K 0.01%
387
1103
$16K 0.01%
466
-1
1104
$16K 0.01%
379
-6
1105
$16K 0.01%
93
-4
1106
$16K 0.01%
163
-165
1107
$16K 0.01%
384
-274
1108
$16K 0.01%
613
+6
1109
$16K 0.01%
232
-2
1110
$16K 0.01%
341
+71
1111
$16K 0.01%
191
-91
1112
$16K 0.01%
552
-2,138
1113
$16K 0.01%
1,718
-2
1114
$16K 0.01%
103
-14
1115
$16K 0.01%
360
-105
1116
$16K 0.01%
34
-1
1117
$16K 0.01%
205
1118
$16K 0.01%
336
-1
1119
$16K 0.01%
125
+11
1120
$16K 0.01%
716
+9
1121
$15K 0.01%
1,020
+13
1122
$15K 0.01%
178
-6
1123
$15K 0.01%
185
+61
1124
$15K 0.01%
107
+6
1125
$15K 0.01%
43
-496
43 44
45
46 47