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
1176
$14K 0.01%
560
+4
1177
$14K 0.01%
80
1178
$14K 0.01%
250
+74
1179
$14K 0.01%
442
+432
1180
$14K 0.01%
228
-13
1181
$13K 0.01%
212
-950
1182
$13K 0.01%
155
+6
1183
$13K 0.01%
153
+3
1184
$13K 0.01%
1,056
-6,204
1185
$13K 0.01%
26
1186
$13K 0.01%
240
1187
$13K 0.01%
152
1188
$13K 0.01%
269
+63
1189
$13K 0.01%
1,437
-1
1190
$13K 0.01%
217
-22
1191
$13K 0.01%
+1,258
1192
$13K 0.01%
1,464
-1
1193
$13K 0.01%
66
-7
1194
$13K 0.01%
155
-901
1195
$13K 0.01%
145
-21
1196
$13K 0.01%
529
+456
1197
$13K 0.01%
22
1198
$13K 0.01%
128
-2
1199
$13K 0.01%
243
+1
1200
$13K 0.01%
681
-903
46 47
48
49 50