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
1476
$7K 0.01%
32
-78
1477
$7K 0.01%
95
+28
1478
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189
1479
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515
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652
-2
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162
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1482
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154
1483
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597
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$7K 0.01%
858
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1485
$7K 0.01%
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1486
$7K 0.01%
161
-1,517
1487
$7K 0.01%
249
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$7K 0.01%
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$7K 0.01%
62
+31
1490
$7K 0.01%
+120
1491
$7K 0.01%
121
-133
1492
$7K 0.01%
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-56
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190
-11
1495
$7K 0.01%
132
+5
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$7K 0.01%
571
+214
1497
$7K 0.01%
156
+153
1498
$6K ﹤0.01%
644
-25
1499
$6K ﹤0.01%
589
+163
1500
$6K ﹤0.01%
130
58 59
60
61 62