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
1651
$4K ﹤0.01%
292
1652
$4K ﹤0.01%
71
-39
1653
$4K ﹤0.01%
81
1654
$4K ﹤0.01%
124
-32
1655
$4K ﹤0.01%
496
+74
1656
$4K ﹤0.01%
+160
1657
$4K ﹤0.01%
37
+1
1658
$4K ﹤0.01%
248
-158
1659
$4K ﹤0.01%
421
+184
1660
$4K ﹤0.01%
192
-39
1661
$4K ﹤0.01%
638
+397
1662
$4K ﹤0.01%
388
+254
1663
$4K ﹤0.01%
50
-1
1664
$4K ﹤0.01%
+81
1665
$3K ﹤0.01%
628
+102
1666
$3K ﹤0.01%
220
+64
1667
$3K ﹤0.01%
27
+10
1668
$3K ﹤0.01%
79
-14
1669
$3K ﹤0.01%
+65
1670
$3K ﹤0.01%
91
-74
1671
$3K ﹤0.01%
443
-955
1672
$3K ﹤0.01%
82
+28
1673
$3K ﹤0.01%
190
1674
$3K ﹤0.01%
216
+78
1675
$3K ﹤0.01%
140
+1
65 66
67
68 69