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
1626
$4K ﹤0.01%
+81
1627
$4K ﹤0.01%
122
+1
1628
$4K ﹤0.01%
107
-63
1629
$4K ﹤0.01%
1,698
+784
1630
$4K ﹤0.01%
475
+168
1631
$4K ﹤0.01%
75
-19
1632
$4K ﹤0.01%
139
+2
1633
$4K ﹤0.01%
440
1634
$4K ﹤0.01%
326
+158
1635
$4K ﹤0.01%
514
-23
1636
$4K ﹤0.01%
165
+11
1637
$4K ﹤0.01%
138
+58
1638
$4K ﹤0.01%
335
1639
$4K ﹤0.01%
46
+1
1640
$4K ﹤0.01%
347
-108
1641
$4K ﹤0.01%
1,132
1642
$4K ﹤0.01%
+492
1643
$4K ﹤0.01%
173
-29
1644
$4K ﹤0.01%
237
+69
1645
$4K ﹤0.01%
113
+28
1646
$4K ﹤0.01%
200
1647
$4K ﹤0.01%
558
+49
1648
$4K ﹤0.01%
418
+210
1649
$4K ﹤0.01%
3,407
+2,289
1650
$4K ﹤0.01%
119
+67
64 65
66
67 68