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
1126
$15K 0.01%
146
1127
$15K 0.01%
337
+12
1128
$15K 0.01%
+73
1129
$15K 0.01%
393
-208
1130
$15K 0.01%
125
-4
1131
$15K 0.01%
314
-234
1132
$15K 0.01%
2,372
+87
1133
$15K 0.01%
1,344
+56
1134
$15K 0.01%
104
-3
1135
$15K 0.01%
395
-2
1136
$15K 0.01%
265
-3
1137
$15K 0.01%
74
-2
1138
$15K 0.01%
1,797
-2,516
1139
$15K 0.01%
167
+14
1140
$15K 0.01%
691
-188
1141
$15K 0.01%
296
-7
1142
$15K 0.01%
36
-1
1143
$15K 0.01%
109
-1
1144
$15K 0.01%
106
-1
1145
$15K 0.01%
145
-310
1146
$15K 0.01%
189
+10
1147
$15K 0.01%
121
-209
1148
$15K 0.01%
1,345
+6
1149
$15K 0.01%
165
+37
1150
$15K 0.01%
90
-169
44 45
46
47 48