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
1851
$1K ﹤0.01%
+15
1852
$1K ﹤0.01%
66
-76
1853
$1K ﹤0.01%
+156
1854
$1K ﹤0.01%
+18
1855
$1K ﹤0.01%
20
1856
$1K ﹤0.01%
7
+4
1857
$1K ﹤0.01%
+59
1858
$1K ﹤0.01%
13
1859
$1K ﹤0.01%
44
1860
$1K ﹤0.01%
26
-22
1861
$1K ﹤0.01%
12
-3
1862
$1K ﹤0.01%
+21
1863
$1K ﹤0.01%
41
-46
1864
$1K ﹤0.01%
14
+8
1865
$1K ﹤0.01%
94
+32
1866
$1K ﹤0.01%
20
+1
1867
$1K ﹤0.01%
+23
1868
$1K ﹤0.01%
25
+11
1869
$1K ﹤0.01%
24
-190
1870
$1K ﹤0.01%
100
+56
1871
$1K ﹤0.01%
16
-1
1872
$1K ﹤0.01%
34
-13
1873
$1K ﹤0.01%
9
+2
1874
$1K ﹤0.01%
9
+3
1875
$1K ﹤0.01%
81
+57
73 74
75
76 77