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
2126
$0 ﹤0.01%
+4
2127
– –
-1,284
2128
$0 ﹤0.01%
6
-11
2129
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2130
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33
+11
2131
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3
+1
2132
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3
-3
2133
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25
2134
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0
2135
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39
-1,274
2136
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-1
2137
– –
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2138
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+7
2140
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15
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2141
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2142
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2143
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2144
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2145
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5
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+5
2147
$0 ﹤0.01%
29
-2
2148
– –
0
2149
$0 ﹤0.01%
6
2150
$0 ﹤0.01%
+4
84 85
86
87 88