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
$122M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$647K
3
+$458K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$420K
5
TSLA icon
Tesla
TSLA
+$351K

Top Sells

1
+$227K
2
+$208K
3
+$203K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$197K
5
PARA
Paramount Global Class B
PARA
+$195K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 13.79%
3 Financials 11.87%
4 Industrials 11.61%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.11%
685
+271
227
$139K 0.11%
2,127
+191
228
$139K 0.11%
1,846
+983
229
$138K 0.11%
2,984
+866
230
$138K 0.11%
3,472
+645
231
$138K 0.11%
1,462
+306
232
$138K 0.11%
3,872
-1,082
233
$137K 0.11%
4,950
-31
234
$137K 0.11%
618
-355
235
$137K 0.11%
1,668
-942
236
$136K 0.11%
1,153
+644
237
$136K 0.11%
597
-39
238
$136K 0.11%
1,578
-16
239
$136K 0.11%
3,080
+12
240
$134K 0.11%
558
-21
241
$134K 0.11%
2,261
-1
242
$134K 0.11%
7,318
+738
243
$134K 0.11%
1,437
-153
244
$133K 0.11%
4,297
+1,215
245
$133K 0.11%
400
+55
246
$133K 0.11%
2,031
-994
247
$132K 0.1%
1,791
+706
248
$132K 0.1%
1,229
-31
249
$132K 0.1%
2,494
-182
250
$132K 0.1%
4,138
+358
8 9
10
11 12