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
$148M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.77M
3
+$1.43M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.08M
5
OBE
Obsidian Energy
OBE
+$861K

Top Sells

1
+$102K
2
+$78.7K
3
+$77.5K
4
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$75K
5
NJR icon
New Jersey Resources
NJR
+$72.1K

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 14.29%
3 Industrials 10.99%
4 Financials 10.91%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$1K ﹤0.01%
17
-9
1877
$1K ﹤0.01%
25
-8
1878
$1K ﹤0.01%
+14
1879
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6
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1880
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1881
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1882
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1883
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1884
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-45
1885
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-78
1886
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1887
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$1K ﹤0.01%
36
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1889
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12
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1893
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$1K ﹤0.01%
8
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$1K ﹤0.01%
37
+3
1896
$1K ﹤0.01%
11
1897
$1K ﹤0.01%
20
-5
1898
$1K ﹤0.01%
4
-4
1899
$1K ﹤0.01%
+16
1900
$1K ﹤0.01%
28
+8
74 75
76
77 78