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
1501
$6K ﹤0.01%
92
-9
1502
$6K ﹤0.01%
159
-1
1503
$6K ﹤0.01%
38
-2
1504
$6K ﹤0.01%
256
+20
1505
$6K ﹤0.01%
265
1506
$6K ﹤0.01%
44
+42
1507
$6K ﹤0.01%
163
-33
1508
$6K ﹤0.01%
104
-100
1509
$6K ﹤0.01%
841
+155
1510
$6K ﹤0.01%
+58
1511
$6K ﹤0.01%
200
-1
1512
$6K ﹤0.01%
+51
1513
$6K ﹤0.01%
160
1514
$6K ﹤0.01%
474
+92
1515
$6K ﹤0.01%
127
-3
1516
$6K ﹤0.01%
34
+3
1517
$6K ﹤0.01%
457
+437
1518
$6K ﹤0.01%
328
+132
1519
$6K ﹤0.01%
369
1520
$6K ﹤0.01%
202
-1
1521
$6K ﹤0.01%
147
-8
1522
$6K ﹤0.01%
228
1523
$6K ﹤0.01%
2,053
+395
1524
$6K ﹤0.01%
359
+100
1525
$6K ﹤0.01%
411
59 60
61
62 63