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
401
$101K 0.08%
3,334
-1,016
402
$100K 0.08%
1,526
+1
403
$100K 0.08%
1,703
+41
404
$100K 0.08%
1,504
-312
405
$100K 0.08%
1,827
+1,597
406
$100K 0.08%
3,252
+1,613
407
$100K 0.08%
1,345
+669
408
$99K 0.08%
45
-18
409
$99K 0.08%
7,211
+1,492
410
$99K 0.08%
1,056
-256
411
$99K 0.08%
174
-3
412
$99K 0.08%
8,205
+1,798
413
$99K 0.08%
570
+111
414
$99K 0.08%
2,348
+443
415
$99K 0.08%
1,266
-194
416
$99K 0.08%
3,624
-7
417
$99K 0.08%
983
+168
418
$99K 0.08%
928
+321
419
$98K 0.08%
594
-27
420
$98K 0.08%
1,068
+116
421
$98K 0.08%
3,031
-27
422
$98K 0.08%
924
-328
423
$98K 0.08%
1,671
-317
424
$98K 0.08%
2,010
+515
425
$98K 0.08%
958
+266
15 16
17
18 19