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
1601
$5K ﹤0.01%
88
1602
$4K ﹤0.01%
+151
1603
$4K ﹤0.01%
+87
1604
$4K ﹤0.01%
159
-93
1605
$4K ﹤0.01%
565
+310
1606
$4K ﹤0.01%
147
+18
1607
$4K ﹤0.01%
204
-74
1608
$4K ﹤0.01%
167
-6
1609
$4K ﹤0.01%
159
+154
1610
$4K ﹤0.01%
106
-1
1611
$4K ﹤0.01%
197
+41
1612
$4K ﹤0.01%
264
+57
1613
$4K ﹤0.01%
140
+42
1614
$4K ﹤0.01%
678
+106
1615
$4K ﹤0.01%
137
-7
1616
$4K ﹤0.01%
93
1617
$4K ﹤0.01%
166
+160
1618
$4K ﹤0.01%
135
+15
1619
$4K ﹤0.01%
292
1620
$4K ﹤0.01%
71
-39
1621
$4K ﹤0.01%
81
1622
$4K ﹤0.01%
124
-32
1623
$4K ﹤0.01%
638
+397
1624
$4K ﹤0.01%
388
+254
1625
$4K ﹤0.01%
50
-1
63 64
65
66 67