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
1351
$10K 0.01%
244
-1
1352
$10K 0.01%
121
1353
$10K 0.01%
789
+10
1354
$9K 0.01%
169
-8
1355
$9K 0.01%
204
1356
$9K 0.01%
129
-1,016
1357
$9K 0.01%
43
-2
1358
$9K 0.01%
472
+3
1359
$9K 0.01%
250
+132
1360
$9K 0.01%
277
-3,119
1361
$9K 0.01%
97
1362
$9K 0.01%
300
-1
1363
$9K 0.01%
+6
1364
$9K 0.01%
91
-6
1365
$9K 0.01%
114
+17
1366
$9K 0.01%
306
+1
1367
$9K 0.01%
816
+2
1368
$9K 0.01%
63
-4
1369
$9K 0.01%
538
-15
1370
$9K 0.01%
140
+73
1371
$9K 0.01%
92
-3
1372
$9K 0.01%
+630
1373
$9K 0.01%
134
+129
1374
$9K 0.01%
258
-15
1375
$9K 0.01%
340
-1
53 54
55
56 57