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
2376
$0 ﹤0.01%
+18
2377
$0 ﹤0.01%
8
2378
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10
-5
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2380
$0 ﹤0.01%
7
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3
-2
2382
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6
+3
2383
– –
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$0 ﹤0.01%
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$0 ﹤0.01%
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2391
$0 ﹤0.01%
5
-1
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$0 ﹤0.01%
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2393
– –
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2394
$0 ﹤0.01%
2
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– –
-87
2396
– –
0
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$0 ﹤0.01%
13
-54,034
2398
$0 ﹤0.01%
9
2399
$0 ﹤0.01%
6
-1
2400
$0 ﹤0.01%
14
94 95
96
97 98