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
1701
$3K ﹤0.01%
109
+8
1702
$3K ﹤0.01%
84
+72
1703
$3K ﹤0.01%
84
-5
1704
$3K ﹤0.01%
72
-14
1705
$3K ﹤0.01%
175
+54
1706
$3K ﹤0.01%
285
-426
1707
$3K ﹤0.01%
177
+166
1708
$3K ﹤0.01%
286
+54
1709
$3K ﹤0.01%
116
-77
1710
$3K ﹤0.01%
142
+19
1711
$3K ﹤0.01%
131
-8
1712
$3K ﹤0.01%
668
+108
1713
$3K ﹤0.01%
41
-45
1714
$3K ﹤0.01%
161
+15
1715
$3K ﹤0.01%
63
+57
1716
$3K ﹤0.01%
167
+142
1717
$3K ﹤0.01%
71
-1
1718
$3K ﹤0.01%
624
+311
1719
$3K ﹤0.01%
358
+167
1720
$3K ﹤0.01%
87
-31
1721
$3K ﹤0.01%
93
-19
1722
$3K ﹤0.01%
147
-82
1723
$3K ﹤0.01%
206
+37
1724
$3K ﹤0.01%
324
-219
1725
$3K ﹤0.01%
163
+98
67 68
69
70 71