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
176
$165K 0.13%
2,234
-96
177
$165K 0.13%
4,968
+876
178
$164K 0.13%
2,882
+1,465
179
$164K 0.13%
9,068
-4
180
$163K 0.13%
1,144
-94
181
$163K 0.13%
445
-45
182
$162K 0.13%
794
+60
183
$162K 0.13%
1,008
+110
184
$162K 0.13%
1,228
-299
185
$162K 0.13%
5,071
+1,589
186
$161K 0.13%
2,939
+296
187
$160K 0.13%
4,781
-1,072
188
$160K 0.13%
1,805
+555
189
$159K 0.13%
5,236
-292
190
$159K 0.13%
450
+95
191
$159K 0.13%
9,460
+3,479
192
$158K 0.13%
493
+31
193
$158K 0.13%
507
-47
194
$158K 0.13%
6,668
+5,177
195
$157K 0.13%
1,527
-39
196
$156K 0.13%
653
-164
197
$156K 0.13%
5,921
+531
198
$156K 0.13%
2,723
+272
199
$156K 0.13%
2,368
-58
200
$155K 0.13%
2,712
+336
6 7
8
9 10