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
1926
$1K ﹤0.01%
22
-2
1927
$1K ﹤0.01%
26
+2
1928
$1K ﹤0.01%
4
-1
1929
$1K ﹤0.01%
21
-10
1930
$1K ﹤0.01%
30
+3
1931
$1K ﹤0.01%
29
-1
1932
$1K ﹤0.01%
178
+146
1933
$1K ﹤0.01%
3,513
1934
$1K ﹤0.01%
56
+12
1935
$1K ﹤0.01%
14
-583
1936
$1K ﹤0.01%
6
-318
1937
$1K ﹤0.01%
7
1938
$1K ﹤0.01%
+42
1939
$1K ﹤0.01%
19
+6
1940
$1K ﹤0.01%
11
1941
$1K ﹤0.01%
459
-25
1942
$1K ﹤0.01%
27
-6
1943
$1K ﹤0.01%
43
+42
1944
$1K ﹤0.01%
76
+5
1945
$1K ﹤0.01%
7
+3
1946
$1K ﹤0.01%
24
+4
1947
$1K ﹤0.01%
+365
1948
$1K ﹤0.01%
46
1949
$1K ﹤0.01%
+4
1950
$1K ﹤0.01%
93
-101
76 77
78
79 80