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
101
$209K 0.17%
3,215
+700
102
$209K 0.17%
18,781
+5,685
103
$208K 0.17%
6,586
+1,217
104
$208K 0.17%
3,027
+128
105
$207K 0.17%
2,784
-401
106
$207K 0.17%
1,788
+49
107
$205K 0.17%
5,856
+1,191
108
$205K 0.17%
1,821
+412
109
$202K 0.16%
4,863
+1,263
110
$202K 0.16%
4,665
+620
111
$202K 0.16%
12,621
+3,193
112
$201K 0.16%
277
-84
113
$201K 0.16%
2,623
-653
114
$200K 0.16%
1,059
+933
115
$200K 0.16%
3,819
+72
116
$199K 0.16%
+5,990
117
$198K 0.16%
3,187
+870
118
$197K 0.16%
4,276
+1,540
119
$195K 0.16%
2,282
+132
120
$195K 0.16%
2,187
+212
121
$194K 0.16%
6,605
+2,791
122
$194K 0.16%
17,450
+5,978
123
$192K 0.16%
2,207
-109
124
$192K 0.16%
905
+25
125
$192K 0.16%
+3,394
3 4
5
6 7