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
1176
$14K 0.01%
86
-192
1177
$14K 0.01%
297
-87
1178
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335
+111
1179
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304
+120
1180
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84
-22
1181
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42
+18
1182
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301
+129
1183
$14K 0.01%
215
+87
1184
$14K 0.01%
571
+271
1185
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276
+257
1186
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116
+52
1187
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225
+92
1188
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291
+281
1189
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36
+18
1190
$14K 0.01%
226
+155
1191
$14K 0.01%
121
+48
1192
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126
+64
1193
$14K 0.01%
+190
1194
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80
+33
1195
$14K 0.01%
304
+114
1196
$14K 0.01%
254
+240
1197
$14K 0.01%
303
-48
1198
$14K 0.01%
177
+77
1199
$14K 0.01%
46
+11
1200
$13K 0.01%
202
+80
46 47
48
49 50