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
376
$106K 0.08%
5,325
-863
377
$106K 0.08%
631
+99
378
$106K 0.08%
2,173
+2,160
379
$106K 0.08%
784
+709
380
$106K 0.08%
2,436
-56
381
$106K 0.08%
947
+68
382
$105K 0.08%
10,118
+3,905
383
$105K 0.08%
5,339
+4,856
384
$105K 0.08%
983
-163
385
$105K 0.08%
6,176
+1,043
386
$104K 0.08%
422
-409
387
$103K 0.08%
674
-6
388
$103K 0.08%
666
-3
389
$103K 0.08%
1,246
+948
390
$103K 0.08%
5,340
-130
391
$103K 0.08%
1,760
+242
392
$103K 0.08%
1,618
+80
393
$103K 0.08%
1,503
+1,332
394
$103K 0.08%
5,620
+827
395
$102K 0.08%
515
+78
396
$102K 0.08%
1,589
-646
397
$101K 0.08%
1,435
-271
398
$101K 0.08%
4,798
+4,730
399
$101K 0.08%
1,075
-48
400
$101K 0.08%
832
-139
14 15
16
17 18