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
$148M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$1.77M
3 +$1.43M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.08M
5
OBE
Obsidian Energy
OBE
+$861K

Top Sells

1 +$102K
2 +$78.7K
3 +$77.5K
4
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$75K
5
NJR icon
New Jersey Resources
NJR
+$72.1K

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 14.29%
3 Industrials 10.99%
4 Financials 10.91%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$16K 0.01%
519
+209
1127
$16K 0.01%
+51
1128
$16K 0.01%
144
+56
1129
$16K 0.01%
228
+62
1130
$16K 0.01%
334
+135
1131
$16K 0.01%
76
-234
1132
$16K 0.01%
793
+18
1133
$16K 0.01%
+2,000
1134
$16K 0.01%
+1,300
1135
$16K 0.01%
+7,000
1136
$16K 0.01%
1,732
+721
1137
$15K 0.01%
207
1138
$15K 0.01%
452
+123
1139
$15K 0.01%
93
+37
1140
$15K 0.01%
+1,400
1141
$15K 0.01%
550
+155
1142
$15K 0.01%
112
+103
1143
$15K 0.01%
348
+154
1144
$15K 0.01%
130
+52
1145
$15K 0.01%
190
+78
1146
$15K 0.01%
157
+69
1147
$15K 0.01%
365
+4
1148
$15K 0.01%
110
+40
1149
$15K 0.01%
97
-181
1150
$15K 0.01%
+1,251