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
476
$89K 0.07%
1,870
+394
477
$89K 0.07%
2,571
+581
478
$88K 0.07%
1,274
-172
479
$88K 0.07%
430
+60
480
$88K 0.07%
726
+28
481
$88K 0.07%
1,130
+94
482
$88K 0.07%
789
+480
483
$87K 0.07%
1,108
-12
484
$87K 0.07%
1,284
-99
485
$87K 0.07%
1,907
+37
486
$87K 0.07%
1,276
+584
487
$86K 0.07%
1,882
-1,687
488
$86K 0.07%
4,106
-414
489
$86K 0.07%
2,923
-2,205
490
$86K 0.07%
1,043
+402
491
$86K 0.07%
1,150
+425
492
$86K 0.07%
796
+402
493
$85K 0.07%
2,679
+57
494
$85K 0.07%
976
+357
495
$85K 0.07%
1,623
+1,397
496
$84K 0.07%
750
-522
497
$84K 0.07%
1,089
-7
498
$84K 0.07%
3,200
-400
499
$84K 0.07%
1,188
+561
500
$84K 0.07%
2,133
+594
18 19
20
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