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
2426
$0 ﹤0.01%
14
-1
2427
– –
-8
2428
– –
-1
2429
$0 ﹤0.01%
35
-2
2430
– –
-5
2431
$0 ﹤0.01%
4
2432
$0 ﹤0.01%
8
-3
2433
$0 ﹤0.01%
11
-1
2434
$0 ﹤0.01%
4
-3
2435
$0 ﹤0.01%
5
2436
$0 ﹤0.01%
17
+1
2437
$0 ﹤0.01%
9
-1
2438
$0 ﹤0.01%
17
-1
2439
$0 ﹤0.01%
13
-1
2440
$0 ﹤0.01%
41
-590
2441
– –
0
2442
$0 ﹤0.01%
9
-1
2443
$0 ﹤0.01%
24
-14
2444
$0 ﹤0.01%
48
-4
2445
$0 ﹤0.01%
22
-1
2446
$0 ﹤0.01%
79
-1
2447
$0 ﹤0.01%
15
-1
2448
$0 ﹤0.01%
8
+5
2449
$0 ﹤0.01%
49
+41
2450
$0 ﹤0.01%
5
96 97
98
99 100