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
1701
$3K ﹤0.01%
237
+101
1702
$3K ﹤0.01%
325
+116
1703
$3K ﹤0.01%
69
1704
$3K ﹤0.01%
509
+371
1705
$3K ﹤0.01%
199
-14
1706
$3K ﹤0.01%
74
-3
1707
$3K ﹤0.01%
64
+7
1708
$3K ﹤0.01%
72
-13
1709
$3K ﹤0.01%
109
+8
1710
$3K ﹤0.01%
84
+72
1711
$3K ﹤0.01%
84
-5
1712
$3K ﹤0.01%
72
-14
1713
$3K ﹤0.01%
175
+54
1714
$3K ﹤0.01%
285
-426
1715
$3K ﹤0.01%
177
+166
1716
$3K ﹤0.01%
286
+54
1717
$3K ﹤0.01%
116
-77
1718
$3K ﹤0.01%
79
-14
1719
$3K ﹤0.01%
+65
1720
$3K ﹤0.01%
91
-74
1721
$3K ﹤0.01%
443
-955
1722
$3K ﹤0.01%
82
+28
1723
$3K ﹤0.01%
190
1724
$3K ﹤0.01%
216
+78
1725
$3K ﹤0.01%
140
+1
67 68
69
70 71