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
1151
$15K 0.01%
860
+268
1152
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56
+21
1153
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102
+41
1154
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269
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227
-133
1156
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+1,367
1157
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220
1158
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83
+35
1159
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150
+49
1160
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1161
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80
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-8
1163
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1165
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564
+227
1166
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647
+14
1167
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651
+14
1168
$14K 0.01%
571
+271
1169
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276
+257
1170
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116
+52
1171
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225
+92
1172
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291
+281
1173
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36
+18
1174
$14K 0.01%
226
+155
1175
$14K 0.01%
121
+48