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
1851
$1K ﹤0.01%
14
+3
1852
$1K ﹤0.01%
9
1853
$1K ﹤0.01%
10
1854
$1K ﹤0.01%
11
1855
$1K ﹤0.01%
27
+21
1856
$1K ﹤0.01%
34
-39
1857
$1K ﹤0.01%
35
-35
1858
$1K ﹤0.01%
44
-94
1859
$1K ﹤0.01%
17
+4
1860
$1K ﹤0.01%
+104
1861
$1K ﹤0.01%
33
-20
1862
$1K ﹤0.01%
+37
1863
$1K ﹤0.01%
+17
1864
$1K ﹤0.01%
17
-3
1865
$1K ﹤0.01%
+40
1866
$1K ﹤0.01%
11
1867
$1K ﹤0.01%
128
-101
1868
$1K ﹤0.01%
8
-1
1869
$1K ﹤0.01%
16
-3
1870
$1K ﹤0.01%
269
+218
1871
$1K ﹤0.01%
14
-7
1872
$1K ﹤0.01%
51
-3
1873
$1K ﹤0.01%
+12
1874
$1K ﹤0.01%
15
-5
1875
$1K ﹤0.01%
7
-9
73 74
75
76 77