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
1951
$1K ﹤0.01%
304
+5
1952
$1K ﹤0.01%
33
+13
1953
$1K ﹤0.01%
25
1954
$1K ﹤0.01%
24
1955
$1K ﹤0.01%
27
1956
$1K ﹤0.01%
11
+7
1957
$1K ﹤0.01%
24
1958
$1K ﹤0.01%
42
+30
1959
$1K ﹤0.01%
64
-71
1960
$1K ﹤0.01%
14
+9
1961
$1K ﹤0.01%
71
+61
1962
$1K ﹤0.01%
39
+29
1963
$1K ﹤0.01%
18
-4
1964
$1K ﹤0.01%
43
+36
1965
$1K ﹤0.01%
43
-2
1966
$1K ﹤0.01%
321
+306
1967
$1K ﹤0.01%
+24
1968
$1K ﹤0.01%
36
-1,583
1969
$1K ﹤0.01%
3
1970
$1K ﹤0.01%
35
+12
1971
$1K ﹤0.01%
2
1972
$1K ﹤0.01%
6
1973
– –
-10
1974
– –
-2,365
1975
– –
-6
77 78
79
80 81