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
301
$121K 0.1%
537
-21
302
$121K 0.1%
10,868
+523
303
$121K 0.1%
431
+110
304
$120K 0.1%
1,509
-18
305
$120K 0.1%
3,513
+1,215
306
$120K 0.1%
3,371
+173
307
$119K 0.09%
1,705
+439
308
$119K 0.09%
394
-176
309
$119K 0.09%
547
-7
310
$119K 0.09%
2,864
+700
311
$118K 0.09%
1,579
+1,005
312
$118K 0.09%
791
+228
313
$117K 0.09%
1,112
+471
314
$117K 0.09%
621
+126
315
$117K 0.09%
3,284
+977
316
$117K 0.09%
690
+23
317
$116K 0.09%
3,509
+97
318
$116K 0.09%
1,739
+2
319
$116K 0.09%
2,301
+525
320
$116K 0.09%
2,212
+492
321
$116K 0.09%
552
+11
322
$116K 0.09%
2,056
-410
323
$116K 0.09%
1,716
+559
324
$115K 0.09%
1,394
+319
325
$115K 0.09%
423
+18
11 12
13
14 15