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
1151
$15K 0.01%
314
+308
1152
$14K 0.01%
1,988
-12
1153
$14K 0.01%
101
-3,853
1154
$14K 0.01%
305
-24
1155
$14K 0.01%
727
-15
1156
$14K 0.01%
359
-105
1157
$14K 0.01%
181
-62
1158
$14K 0.01%
863
+849
1159
$14K 0.01%
115
-161
1160
$14K 0.01%
93
-448
1161
$14K 0.01%
1,181
-1,076
1162
$14K 0.01%
500
+493
1163
$14K 0.01%
214
+4
1164
$14K 0.01%
558
-102
1165
$14K 0.01%
1,155
-1
1166
$14K 0.01%
1,234
-1
1167
$14K 0.01%
48
-1
1168
$14K 0.01%
90
-340
1169
$14K 0.01%
548
-111
1170
$14K 0.01%
87
-136
1171
$14K 0.01%
40
-13
1172
$14K 0.01%
329
-23
1173
$14K 0.01%
518
+8
1174
$14K 0.01%
117
-52
1175
$14K 0.01%
132
-47
45 46
47
48 49