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
201
$155K 0.13%
1,582
+55
202
$155K 0.13%
622
-14
203
$154K 0.13%
3,733
-344
204
$153K 0.12%
5,097
-2,079
205
$153K 0.12%
3,163
-293
206
$152K 0.12%
2,036
+4
207
$152K 0.12%
1,665
+190
208
$151K 0.12%
275
+239
209
$151K 0.12%
1,987
-130
210
$151K 0.12%
2,020
+163
211
$151K 0.12%
3,521
+1,544
212
$150K 0.12%
2,444
-239
213
$149K 0.12%
658
+656
214
$149K 0.12%
1,830
-98
215
$149K 0.12%
1,980
+250
216
$148K 0.12%
1,927
-184
217
$148K 0.12%
9,188
+164
218
$148K 0.12%
1,982
+209
219
$148K 0.12%
2,220
-678
220
$148K 0.12%
1,050
-408
221
$147K 0.12%
897
+274
222
$147K 0.12%
1,541
+87
223
$147K 0.12%
2,784
+2,354
224
$147K 0.12%
1,591
+548
225
$147K 0.12%
2,888
-156
7 8
9
10 11