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
1576
$5K ﹤0.01%
176
+6
1577
$5K ﹤0.01%
163
-60
1578
$5K ﹤0.01%
144
+84
1579
$5K ﹤0.01%
365
-23
1580
$5K ﹤0.01%
712
+6
1581
$5K ﹤0.01%
95
-51
1582
$5K ﹤0.01%
103
1583
$5K ﹤0.01%
1,054
+226
1584
$5K ﹤0.01%
99
-63
1585
$5K ﹤0.01%
258
+247
1586
$5K ﹤0.01%
77
-689
1587
$5K ﹤0.01%
80
-6
1588
$5K ﹤0.01%
172
-19
1589
$5K ﹤0.01%
573
+160
1590
$5K ﹤0.01%
129
-47
1591
$5K ﹤0.01%
165
+62
1592
$5K ﹤0.01%
91
-15
1593
$5K ﹤0.01%
105
1594
$5K ﹤0.01%
305
+131
1595
$5K ﹤0.01%
150
-108
1596
$5K ﹤0.01%
86
+17
1597
$5K ﹤0.01%
52
1598
$5K ﹤0.01%
88
1599
$5K ﹤0.01%
507
-2
1600
$5K ﹤0.01%
1,325
+893
62 63
64
65 66