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
1351
$9K 0.01%
20
-34
1352
$9K 0.01%
385
+61
1353
$9K 0.01%
458
+118
1354
$9K 0.01%
108
+39
1355
$9K 0.01%
205
+90
1356
$9K 0.01%
210
+25
1357
$9K 0.01%
69
+28
1358
$9K 0.01%
+320
1359
$9K 0.01%
6
+3
1360
$9K 0.01%
44
+10
1361
$9K 0.01%
334
+145
1362
$9K 0.01%
76
-229
1363
$9K 0.01%
472
+294
1364
$9K 0.01%
348
+16
1365
$9K 0.01%
133
+52
1366
$9K 0.01%
235
+156
1367
$8K 0.01%
68
+27
1368
$8K 0.01%
493
-14
1369
$8K 0.01%
19
-2
1370
$8K 0.01%
133
+9
1371
$8K 0.01%
27
-1
1372
$8K 0.01%
317
+66
1373
$8K 0.01%
410
+6
1374
$8K 0.01%
196
-858
1375
$8K 0.01%
579
-42
53 54
55
56 57