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
1626
$4K ﹤0.01%
138
+58
1627
$4K ﹤0.01%
335
1628
$4K ﹤0.01%
106
-1
1629
$4K ﹤0.01%
197
+41
1630
$4K ﹤0.01%
264
+57
1631
$4K ﹤0.01%
140
+42
1632
$4K ﹤0.01%
678
+106
1633
$4K ﹤0.01%
137
-7
1634
$4K ﹤0.01%
46
+1
1635
$4K ﹤0.01%
347
-108
1636
$4K ﹤0.01%
1,132
1637
$4K ﹤0.01%
+492
1638
$4K ﹤0.01%
173
-29
1639
$4K ﹤0.01%
237
+69
1640
$4K ﹤0.01%
113
+28
1641
$4K ﹤0.01%
200
1642
$4K ﹤0.01%
558
+49
1643
$4K ﹤0.01%
418
+210
1644
$4K ﹤0.01%
3,297
+2,215
1645
$4K ﹤0.01%
119
+67
1646
$4K ﹤0.01%
91
1647
$4K ﹤0.01%
770
+9
1648
$4K ﹤0.01%
93
1649
$4K ﹤0.01%
166
+160
1650
$4K ﹤0.01%
135
+15
64 65
66
67 68