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
1676
$3K ﹤0.01%
41
-45
1677
$3K ﹤0.01%
161
+15
1678
$3K ﹤0.01%
63
+57
1679
$3K ﹤0.01%
167
+142
1680
$3K ﹤0.01%
71
-1
1681
$3K ﹤0.01%
163
+98
1682
$3K ﹤0.01%
94
+79
1683
$3K ﹤0.01%
404
+23
1684
$3K ﹤0.01%
+122
1685
$3K ﹤0.01%
99
+6
1686
$3K ﹤0.01%
478
-114
1687
$3K ﹤0.01%
279
+141
1688
$3K ﹤0.01%
22
1689
$3K ﹤0.01%
100
-2
1690
$3K ﹤0.01%
56
-50
1691
$3K ﹤0.01%
188
+62
1692
$3K ﹤0.01%
80
1693
$3K ﹤0.01%
1,463
-195
1694
$3K ﹤0.01%
36
-9
1695
$3K ﹤0.01%
151
+17
1696
$3K ﹤0.01%
62
+24
1697
$3K ﹤0.01%
81
+77
1698
$3K ﹤0.01%
135
-1,383
1699
$3K ﹤0.01%
118
-9
1700
$3K ﹤0.01%
118
+113
66 67
68
69 70