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
1876
$1K ﹤0.01%
83
-3,252
1877
$1K ﹤0.01%
13
-3
1878
$1K ﹤0.01%
9
+6
1879
$1K ﹤0.01%
33
-3
1880
$1K ﹤0.01%
25
1881
$1K ﹤0.01%
19
-23
1882
$1K ﹤0.01%
59
+7
1883
$1K ﹤0.01%
58
-131
1884
$1K ﹤0.01%
14
-5
1885
$1K ﹤0.01%
18
+4
1886
$1K ﹤0.01%
15
1887
$1K ﹤0.01%
35
-74
1888
$1K ﹤0.01%
+45
1889
$1K ﹤0.01%
164
+50
1890
$1K ﹤0.01%
52
+35
1891
$1K ﹤0.01%
54
+36
1892
$1K ﹤0.01%
6
+1
1893
$1K ﹤0.01%
6
-1
1894
$1K ﹤0.01%
42
-3
1895
$1K ﹤0.01%
15
+6
1896
$1K ﹤0.01%
7
+3
1897
$1K ﹤0.01%
28
-2
1898
$1K ﹤0.01%
8
-1
1899
$1K ﹤0.01%
11
+1
1900
$1K ﹤0.01%
18
74 75
76
77 78