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
1826
$1K ﹤0.01%
35
+3
1827
$1K ﹤0.01%
+74
1828
$1K ﹤0.01%
+37
1829
$1K ﹤0.01%
11
1830
$1K ﹤0.01%
+12
1831
$1K ﹤0.01%
15
-5
1832
$1K ﹤0.01%
7
-9
1833
$1K ﹤0.01%
50
-12
1834
$1K ﹤0.01%
8
-1
1835
$1K ﹤0.01%
141
-317
1836
$1K ﹤0.01%
+2
1837
$1K ﹤0.01%
10
1838
$1K ﹤0.01%
11
1839
$1K ﹤0.01%
20
-35
1840
$1K ﹤0.01%
48
1841
$1K ﹤0.01%
288
+233
1842
$1K ﹤0.01%
82
+55
1843
$1K ﹤0.01%
1
1844
$1K ﹤0.01%
56
-13
1845
$1K ﹤0.01%
36
-82
1846
$1K ﹤0.01%
26
+17
1847
$1K ﹤0.01%
10
+7
1848
$1K ﹤0.01%
27
-6
1849
$1K ﹤0.01%
45
-3
1850
$1K ﹤0.01%
53
72 73
74
75 76