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
1401
$8K 0.01%
173
+165
1402
$8K 0.01%
176
-14
1403
$8K 0.01%
209
-29
1404
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89
-36
1405
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82
-52
1406
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103
+99
1407
$8K 0.01%
118
+113
1408
$8K 0.01%
763
+176
1409
$8K 0.01%
63
1410
$8K 0.01%
339
+3
1411
$8K 0.01%
677
-28
1412
$8K 0.01%
105
1413
$8K 0.01%
132
1414
$8K 0.01%
176
1415
$8K 0.01%
184
1416
$8K 0.01%
209
+7
1417
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115
-203
1418
$8K 0.01%
384
+179
1419
$8K 0.01%
338
-247
1420
$8K 0.01%
981
+50
1421
$8K 0.01%
59
-292
1422
$8K 0.01%
133
-67
1423
$8K 0.01%
992
+426
1424
$8K 0.01%
488
-1
1425
$8K 0.01%
95
+89