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
1551
$5K ﹤0.01%
+132
1552
$5K ﹤0.01%
183
+69
1553
$5K ﹤0.01%
699
-62
1554
$5K ﹤0.01%
1,786
+1,475
1555
$5K ﹤0.01%
174
+2
1556
$5K ﹤0.01%
46
1557
$5K ﹤0.01%
130
+73
1558
$5K ﹤0.01%
136
+130
1559
$5K ﹤0.01%
183
+37
1560
$5K ﹤0.01%
273
-90
1561
$5K ﹤0.01%
402
-14
1562
$5K ﹤0.01%
108
+11
1563
$5K ﹤0.01%
550
+117
1564
$5K ﹤0.01%
1,305
-9,948
1565
$5K ﹤0.01%
304
+86
1566
$5K ﹤0.01%
211
-19
1567
$5K ﹤0.01%
111
+39
1568
$5K ﹤0.01%
350
1569
$5K ﹤0.01%
100
1570
$5K ﹤0.01%
85
-44
1571
$5K ﹤0.01%
188
-20
1572
$5K ﹤0.01%
156
1573
$5K ﹤0.01%
168
1574
$5K ﹤0.01%
616
+42
1575
$5K ﹤0.01%
46
-28
61 62
63
64 65