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
1451
$6K ﹤0.01%
68
-396
1452
$6K ﹤0.01%
245
1453
$6K ﹤0.01%
181
1454
$6K ﹤0.01%
311
+91
1455
$6K ﹤0.01%
144
+6
1456
$6K ﹤0.01%
177
+25
1457
$6K ﹤0.01%
+120
1458
$6K ﹤0.01%
+205
1459
$6K ﹤0.01%
463
-24
1460
$6K ﹤0.01%
87
-14
1461
$6K ﹤0.01%
116
+87
1462
$6K ﹤0.01%
511
+206
1463
$6K ﹤0.01%
181
+61
1464
$6K ﹤0.01%
111
+66
1465
$6K ﹤0.01%
53
-3
1466
$6K ﹤0.01%
182
-29
1467
$6K ﹤0.01%
150
+40
1468
$5K ﹤0.01%
+1,822
1469
$5K ﹤0.01%
+302
1470
$5K ﹤0.01%
118
-5
1471
$5K ﹤0.01%
242
+28
1472
$5K ﹤0.01%
178
+21
1473
$5K ﹤0.01%
436
+199
1474
$5K ﹤0.01%
387
+59
1475
$5K ﹤0.01%
128
+12
57 58
59
60 61