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
1751
$2K ﹤0.01%
39
+36
1752
$2K ﹤0.01%
123
+82
1753
$2K ﹤0.01%
68
+47
1754
$2K ﹤0.01%
13
+8
1755
$2K ﹤0.01%
167
-31
1756
$2K ﹤0.01%
33
+15
1757
$2K ﹤0.01%
221
+92
1758
$2K ﹤0.01%
31
+25
1759
$2K ﹤0.01%
188
-10
1760
$2K ﹤0.01%
122
-49
1761
$2K ﹤0.01%
76
-1
1762
$2K ﹤0.01%
298
+269
1763
$2K ﹤0.01%
7
1764
$2K ﹤0.01%
+92
1765
$2K ﹤0.01%
11
+1
1766
$2K ﹤0.01%
108
+106
1767
$2K ﹤0.01%
267
1768
$2K ﹤0.01%
266
-13
1769
$2K ﹤0.01%
106
+28
1770
$2K ﹤0.01%
+183
1771
$2K ﹤0.01%
88
+26
1772
$2K ﹤0.01%
65
+63
1773
$2K ﹤0.01%
101
+92
1774
$2K ﹤0.01%
93
-311
1775
$2K ﹤0.01%
77
-15
69 70
71
72 73