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
1326
$10K 0.01%
198
1327
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341
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1328
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92
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1329
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35
1332
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1333
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397
-1
1334
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-4
1335
$10K 0.01%
774
+320
1336
$10K 0.01%
1,522
+21
1337
$10K 0.01%
837
+53
1338
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117
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1339
$10K 0.01%
944
+543
1340
$10K 0.01%
69
-634
1341
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319
+313
1342
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200
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1343
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101
+53
1344
$10K 0.01%
470
+393
1345
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272
-2
1346
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200
-79
1347
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169
-24
1348
$10K 0.01%
124
-433
1349
$10K 0.01%
292
-45
1350
$10K 0.01%
428
+175
52 53
54
55 56