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
1526
$6K ﹤0.01%
337
+66
1527
$6K ﹤0.01%
197
+193
1528
$6K ﹤0.01%
184
+4
1529
$6K ﹤0.01%
342
+4
1530
$6K ﹤0.01%
444
+291
1531
$6K ﹤0.01%
284
+61
1532
$6K ﹤0.01%
257
+250
1533
$6K ﹤0.01%
810
-4,928
1534
$6K ﹤0.01%
129
-40
1535
$6K ﹤0.01%
178
+81
1536
$6K ﹤0.01%
1,204
-37
1537
$6K ﹤0.01%
132
+5
1538
$6K ﹤0.01%
302
+47
1539
$6K ﹤0.01%
261
+198
1540
$6K ﹤0.01%
91
-2,029
1541
$6K ﹤0.01%
450
+1
1542
$6K ﹤0.01%
256
+20
1543
$6K ﹤0.01%
265
1544
$6K ﹤0.01%
44
+42
1545
$6K ﹤0.01%
163
-33
1546
$6K ﹤0.01%
104
-100
1547
$6K ﹤0.01%
188
-10
1548
$6K ﹤0.01%
841
+155
1549
$6K ﹤0.01%
530
-839
1550
$5K ﹤0.01%
351
+121
60 61
62
63 64