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 17.24%
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%
307
+302
1252
$12K 0.01%
247
-2
1253
$12K 0.01%
308
-17
1254
$12K 0.01%
133
1255
$12K 0.01%
519
+5
1256
$12K 0.01%
55
-52
1257
$12K 0.01%
83
-91
1258
$12K 0.01%
241
-11
1259
$12K 0.01%
224
1260
$12K 0.01%
91
+10
1261
$12K 0.01%
316
+131
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%
234
-4
1268
$11K 0.01%
216
-2
1269
$11K 0.01%
223
-1
1270
$11K 0.01%
267
+1
1271
$11K 0.01%
234
-1
1272
$11K 0.01%
194
1273
$11K 0.01%
161
-53
1274
$11K 0.01%
414
-24
1275
$11K 0.01%
506
+38
49 50
51
52 53