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
1226
$12K 0.01%
93
-8
1227
$12K 0.01%
293
-1,051
1228
$12K 0.01%
1,074
+613
1229
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185
-3
1230
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36
-24
1231
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+411
1232
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49
-24
1233
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55
-1
1234
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356
-2
1235
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538
+6
1236
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+98
1237
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192
1238
$12K 0.01%
729
-133
1239
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-10
1240
$12K 0.01%
187
+56
1241
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286
-58
1242
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344
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138
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$12K 0.01%
82
+2
1245
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307
+302
1246
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195
1247
$12K 0.01%
247
-2
1248
$12K 0.01%
308
-17
1249
$12K 0.01%
133
1250
$12K 0.01%
519
+5
48 49
50
51 52