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
$148M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$1.77M
3 +$1.43M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.08M
5
OBE
Obsidian Energy
OBE
+$861K

Top Sells

1 +$102K
2 +$78.7K
3 +$77.5K
4
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$75K
5
NJR icon
New Jersey Resources
NJR
+$72.1K

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 14.29%
3 Industrials 10.99%
4 Financials 10.91%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$10K 0.01%
470
+193
1327
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-599
1328
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266
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1329
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1330
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769
1331
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525
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82
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1334
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1335
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24
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1336
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1337
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125
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1339
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1340
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157
+76
1341
$9K 0.01%
1,064
+708
1342
$9K 0.01%
+560
1343
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298
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+850
1345
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77
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$9K 0.01%
622
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1347
$9K 0.01%
73
+12
1348
$9K 0.01%
57
-267
1349
$9K 0.01%
394
+96
1350
$9K 0.01%
268
+105