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
1826
$1K ﹤0.01%
2
1827
$1K ﹤0.01%
19
-23
1828
$1K ﹤0.01%
59
+7
1829
$1K ﹤0.01%
58
-131
1830
$1K ﹤0.01%
14
-5
1831
$1K ﹤0.01%
18
+4
1832
$1K ﹤0.01%
15
1833
$1K ﹤0.01%
35
-74
1834
$1K ﹤0.01%
+45
1835
$1K ﹤0.01%
6
1836
$1K ﹤0.01%
164
+50
1837
$1K ﹤0.01%
52
+35
1838
$1K ﹤0.01%
54
+36
1839
$1K ﹤0.01%
6
+1
1840
$1K ﹤0.01%
6
-1
1841
$1K ﹤0.01%
42
-3
1842
$1K ﹤0.01%
15
+6
1843
$1K ﹤0.01%
7
+3
1844
$1K ﹤0.01%
28
-2
1845
$1K ﹤0.01%
8
-1
1846
$1K ﹤0.01%
47
-4
1847
$1K ﹤0.01%
35
+3
1848
$1K ﹤0.01%
+74
1849
$1K ﹤0.01%
11
+1
1850
$1K ﹤0.01%
18
72 73
74
75 76