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
1376
$8K 0.01%
155
+41
1377
$8K 0.01%
100
+44
1378
$8K 0.01%
+147
1379
$8K 0.01%
482
+228
1380
$8K 0.01%
219
+13
1381
$8K 0.01%
222
1382
$8K 0.01%
132
-71
1383
$8K 0.01%
313
+138
1384
$8K 0.01%
132
+58
1385
$8K 0.01%
258
+103
1386
$8K 0.01%
129
-301
1387
$8K 0.01%
+80
1388
$8K 0.01%
155
+70
1389
$8K 0.01%
23
+6
1390
$8K 0.01%
1,082
+479
1391
$7K ﹤0.01%
201
1392
$7K ﹤0.01%
+518
1393
$7K ﹤0.01%
186
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1394
$7K ﹤0.01%
124
+50
1395
$7K ﹤0.01%
219
+142
1396
$7K ﹤0.01%
65
+25
1397
$7K ﹤0.01%
107
+46
1398
$7K ﹤0.01%
166
+16
1399
$7K ﹤0.01%
429
+86
1400
$7K ﹤0.01%
307
+5