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
401
$101K 0.08%
1,435
-271
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