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
2251
– –
-12
2252
$0 ﹤0.01%
+12
2253
$0 ﹤0.01%
19
-1
2254
$0 ﹤0.01%
22
+4
2255
– –
-7
2256
$0 ﹤0.01%
4
-125
2257
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15
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2258
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26
+1
2259
$0 ﹤0.01%
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2260
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-1
2261
$0 ﹤0.01%
4
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2264
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+2
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4
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7
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19
+4
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$0 ﹤0.01%
3
+2
2272
$0 ﹤0.01%
8
-1
2273
$0 ﹤0.01%
7
-1
2274
$0 ﹤0.01%
15
-1
2275
$0 ﹤0.01%
4
-1
89 90
91
92 93