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
251
$132K 0.1%
1,748
-86
252
$132K 0.1%
3,221
+252
253
$132K 0.1%
669
-36
254
$131K 0.1%
4,652
-161
255
$130K 0.1%
1,165
+148
256
$130K 0.1%
3,185
+712
257
$130K 0.1%
1,489
-953
258
$130K 0.1%
2,447
+553
259
$130K 0.1%
14,019
260
$129K 0.1%
7,382
+7,380
261
$129K 0.1%
269
-38
262
$129K 0.1%
1,945
-94
263
$129K 0.1%
4,895
+2,012
264
$129K 0.1%
1,479
+450
265
$129K 0.1%
237
-84
266
$128K 0.1%
1,098
+122
267
$128K 0.1%
3,725
-96
268
$128K 0.1%
3,997
-1,307
269
$128K 0.1%
6,559
+227
270
$128K 0.1%
3,335
-1,046
271
$128K 0.1%
1,128
+284
272
$128K 0.1%
1,508
-222
273
$128K 0.1%
646
+22
274
$127K 0.1%
873
-338
275
$127K 0.1%
631
-81
9 10
11
12 13