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
451
$94K 0.07%
1,075
-21
452
$94K 0.07%
745
+65
453
$94K 0.07%
431
+151
454
$94K 0.07%
580
+96
455
$94K 0.07%
4,116
+26
456
$93K 0.07%
1,549
+90
457
$93K 0.07%
518
-4
458
$92K 0.07%
980
-328
459
$92K 0.07%
1,280
+118
460
$92K 0.07%
8,561
-3,904
461
$92K 0.07%
1,477
+208
462
$92K 0.07%
1,300
+189
463
$91K 0.07%
646
-56
464
$91K 0.07%
1,521
+127
465
$90K 0.07%
1,536
466
$90K 0.07%
326
-86
467
$90K 0.07%
233
+20
468
$90K 0.07%
1,535
+145
469
$89K 0.07%
994
+228
470
$89K 0.07%
1,014
+93
471
$89K 0.07%
2,571
+581
472
$89K 0.07%
2,113
-2,806
473
$89K 0.07%
1,933
-692
474
$89K 0.07%
785
-1,081
475
$89K 0.07%
318
-128
17 18
19
20 21