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
1801
$2K ﹤0.01%
72
+65
1802
$2K ﹤0.01%
+50
1803
$2K ﹤0.01%
+23
1804
$2K ﹤0.01%
660
-668
1805
$2K ﹤0.01%
84
+77
1806
$2K ﹤0.01%
63
+44
1807
$2K ﹤0.01%
104
+3
1808
$2K ﹤0.01%
43
-64
1809
$2K ﹤0.01%
287
+188
1810
$2K ﹤0.01%
+68
1811
$2K ﹤0.01%
110
+80
1812
$2K ﹤0.01%
104
+12
1813
$2K ﹤0.01%
262
+238
1814
$2K ﹤0.01%
206
+195
1815
$2K ﹤0.01%
45
+22
1816
$2K ﹤0.01%
38
-14
1817
$2K ﹤0.01%
38
+2
1818
$2K ﹤0.01%
271
-14
1819
$2K ﹤0.01%
146
-85
1820
$2K ﹤0.01%
298
-44
1821
$2K ﹤0.01%
5
1822
$2K ﹤0.01%
48
+45
1823
$2K ﹤0.01%
45
+35
1824
$2K ﹤0.01%
65
+46
1825
$1K ﹤0.01%
47
-4
71 72
73
74 75