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
1901
$1K ﹤0.01%
14
+3
1902
$1K ﹤0.01%
9
1903
$1K ﹤0.01%
10
1904
$1K ﹤0.01%
11
1905
$1K ﹤0.01%
27
+21
1906
$1K ﹤0.01%
34
-39
1907
$1K ﹤0.01%
35
-35
1908
$1K ﹤0.01%
44
-94
1909
$1K ﹤0.01%
17
+4
1910
$1K ﹤0.01%
+104
1911
$1K ﹤0.01%
33
-20
1912
$1K ﹤0.01%
+17
1913
$1K ﹤0.01%
17
-3
1914
$1K ﹤0.01%
+40
1915
$1K ﹤0.01%
128
-101
1916
$1K ﹤0.01%
8
-1
1917
$1K ﹤0.01%
16
-3
1918
$1K ﹤0.01%
269
+218
1919
$1K ﹤0.01%
14
-7
1920
$1K ﹤0.01%
51
-3
1921
$1K ﹤0.01%
11
+1
1922
$1K ﹤0.01%
22
+13
1923
$1K ﹤0.01%
57
+53
1924
$1K ﹤0.01%
263
+15
1925
$1K ﹤0.01%
17
+1
75 76
77
78 79