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 17.24%
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
1451
$8K 0.01%
42
+40
1452
$8K 0.01%
586
+272
1453
$8K 0.01%
+447
1454
$7K 0.01%
1,251
+360
1455
$7K 0.01%
+767
1456
$7K 0.01%
269
1457
$7K 0.01%
464
+194
1458
$7K 0.01%
276
+2
1459
$7K 0.01%
179
+66
1460
$7K 0.01%
427
-580
1461
$7K 0.01%
782
+3
1462
$7K 0.01%
568
1463
$7K 0.01%
158
-12
1464
$7K 0.01%
152
-10
1465
$7K 0.01%
+336
1466
$7K 0.01%
154
1467
$7K 0.01%
597
-6
1468
$7K 0.01%
161
-1,517
1469
$7K 0.01%
249
-1
1470
$7K 0.01%
109
-1
1471
$7K 0.01%
62
+31
1472
$7K 0.01%
213
-3
1473
$7K 0.01%
190
-11
1474
$7K 0.01%
156
+153
1475
$7K 0.01%
440
-10,461
57 58
59
60 61