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
426
$98K 0.08%
1,597
+91
427
$97K 0.08%
871
-167
428
$97K 0.08%
1,071
-374
429
$97K 0.08%
195
+26
430
$97K 0.08%
3,376
+944
431
$97K 0.08%
1,908
-327
432
$97K 0.08%
931
-907
433
$97K 0.08%
2,014
-509
434
$97K 0.08%
2,104
+680
435
$97K 0.08%
974
-423
436
$96K 0.08%
706
-114
437
$96K 0.08%
6,573
+2,742
438
$96K 0.08%
441
+385
439
$96K 0.08%
1,315
+128
440
$96K 0.08%
1,287
+1,188
441
$95K 0.08%
2,269
+1,337
442
$95K 0.08%
398
+312
443
$95K 0.08%
5,521
+1,646
444
$95K 0.08%
386
-27
445
$95K 0.08%
1,513
-91
446
$95K 0.08%
2,704
+284
447
$95K 0.08%
883
+343
448
$95K 0.08%
746
-40
449
$94K 0.07%
198
-29
450
$94K 0.07%
54
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