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
476
$89K 0.07%
545
+107
477
$89K 0.07%
1,870
+394
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%
1,623
+1,397
494
$85K 0.07%
2,679
+57
495
$85K 0.07%
976
+357
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
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