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
1876
$1K ﹤0.01%
50
-12
1877
$1K ﹤0.01%
8
-1
1878
$1K ﹤0.01%
11
+1
1879
$1K ﹤0.01%
22
+13
1880
$1K ﹤0.01%
57
+53
1881
$1K ﹤0.01%
263
+15
1882
$1K ﹤0.01%
141
-317
1883
$1K ﹤0.01%
17
+1
1884
$1K ﹤0.01%
22
-2
1885
$1K ﹤0.01%
+2
1886
$1K ﹤0.01%
10
1887
$1K ﹤0.01%
11
1888
$1K ﹤0.01%
20
-35
1889
$1K ﹤0.01%
26
+2
1890
$1K ﹤0.01%
4
-1
1891
$1K ﹤0.01%
21
-10
1892
$1K ﹤0.01%
48
1893
$1K ﹤0.01%
288
+233
1894
$1K ﹤0.01%
82
+55
1895
$1K ﹤0.01%
1
1896
$1K ﹤0.01%
56
-13
1897
$1K ﹤0.01%
30
+3
1898
$1K ﹤0.01%
29
-1
1899
$1K ﹤0.01%
178
+146
1900
$1K ﹤0.01%
3,513
74 75
76
77 78