C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$106K 0.09%
2,436
-56
377
$106K 0.09%
784
+709
378
$106K 0.09%
631
+99
379
$106K 0.09%
5,325
-863
380
$106K 0.09%
2,234
+599
381
$106K 0.09%
2,173
+2,160
382
$105K 0.09%
6,176
+1,043
383
$105K 0.09%
983
-163
384
$105K 0.09%
5,339
+4,856
385
$105K 0.09%
10,118
+3,905
386
$104K 0.09%
422
-409
387
$103K 0.08%
5,620
+827
388
$103K 0.08%
1,503
+1,332
389
$103K 0.08%
1,618
+80
390
$103K 0.08%
1,760
+242
391
$103K 0.08%
5,340
-130
392
$103K 0.08%
1,246
+948
393
$103K 0.08%
666
-3
394
$103K 0.08%
674
-6
395
$102K 0.08%
1,589
-646
396
$102K 0.08%
515
+78
397
$101K 0.08%
3,334
-1,016
398
$101K 0.08%
832
-139
399
$101K 0.08%
1,075
-48
400
$101K 0.08%
4,798
+4,730
14 15
16
17 18