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
1601
$5K ﹤0.01%
164
-9
1602
$4K ﹤0.01%
486
-829
1603
$4K ﹤0.01%
161
-8
1604
$4K ﹤0.01%
107
-63
1605
$4K ﹤0.01%
122
+1
1606
$4K ﹤0.01%
186
+176
1607
$4K ﹤0.01%
93
-31
1608
$4K ﹤0.01%
247
-29
1609
$4K ﹤0.01%
397
+386
1610
$4K ﹤0.01%
+151
1611
$4K ﹤0.01%
+87
1612
$4K ﹤0.01%
1,698
+784
1613
$4K ﹤0.01%
475
+168
1614
$4K ﹤0.01%
159
-93
1615
$4K ﹤0.01%
565
+310
1616
$4K ﹤0.01%
147
+18
1617
$4K ﹤0.01%
204
-74
1618
$4K ﹤0.01%
75
-19
1619
$4K ﹤0.01%
139
+2
1620
$4K ﹤0.01%
440
1621
$4K ﹤0.01%
326
+158
1622
$4K ﹤0.01%
167
-6
1623
$4K ﹤0.01%
159
+154
1624
$4K ﹤0.01%
514
-23
1625
$4K ﹤0.01%
165
+11
63 64
65
66 67