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
1251
$12K 0.01%
55
-52
1252
$12K 0.01%
83
-91
1253
$12K 0.01%
241
-11
1254
$12K 0.01%
224
1255
$12K 0.01%
91
+10
1256
$12K 0.01%
316
+131
1257
$12K 0.01%
242
+6
1258
$12K 0.01%
354
-16
1259
$12K 0.01%
724
+9
1260
$12K 0.01%
1,065
-9,054
1261
$12K 0.01%
293
-1
1262
$12K 0.01%
329
-1,308
1263
$11K 0.01%
179
+30
1264
$11K 0.01%
1,310
-578
1265
$11K 0.01%
99
-1
1266
$11K 0.01%
154
1267
$11K 0.01%
85
-1
1268
$11K 0.01%
1,321
1269
$11K 0.01%
66
1270
$11K 0.01%
151
-7
1271
$11K 0.01%
282
-1
1272
$11K 0.01%
316
+149
1273
$11K 0.01%
207
+82
1274
$11K 0.01%
31
1275
$11K 0.01%
86
-1
49 50
51
52 53