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
2076
– –
0
2077
$0 ﹤0.01%
10
-1
2078
$0 ﹤0.01%
22
+15
2079
$0 ﹤0.01%
7
+1
2080
$0 ﹤0.01%
1
2081
$0 ﹤0.01%
5
+2
2082
$0 ﹤0.01%
1
2083
$0 ﹤0.01%
1
2084
– –
-44
2085
$0 ﹤0.01%
4
-135
2086
$0 ﹤0.01%
2
-1
2087
$0 ﹤0.01%
27
-1
2088
$0 ﹤0.01%
38
+1
2089
$0 ﹤0.01%
15
-51
2090
$0 ﹤0.01%
38
+11
2091
$0 ﹤0.01%
46
2092
– –
0
2093
$0 ﹤0.01%
14
-1
2094
$0 ﹤0.01%
13
-1
2095
$0 ﹤0.01%
+7
2096
$0 ﹤0.01%
3
+1
2097
$0 ﹤0.01%
20
-6
2098
$0 ﹤0.01%
7
-22
2099
$0 ﹤0.01%
32
+19
2100
$0 ﹤0.01%
18
-7
82 83
84
85 86