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
501
$84K 0.07%
+6,212
502
$84K 0.07%
2,945
+550
503
$84K 0.07%
101
-147
504
$83K 0.07%
980
+124
505
$83K 0.07%
6,282
+187
506
$83K 0.07%
4,558
+1,147
507
$83K 0.07%
1,503
+106
508
$83K 0.07%
1,814
-4
509
$82K 0.07%
599
-213
510
$82K 0.07%
1,305
-16
511
$82K 0.07%
3,549
-72
512
$82K 0.07%
5,357
+852
513
$82K 0.07%
919
+199
514
$81K 0.06%
2,747
-261
515
$81K 0.06%
2,635
+2,629
516
$81K 0.06%
443
+160
517
$81K 0.06%
169
-105
518
$81K 0.06%
1,456
+36
519
$80K 0.06%
3,737
-392
520
$80K 0.06%
790
-113
521
$80K 0.06%
397
-21
522
$80K 0.06%
348
+294
523
$80K 0.06%
1,470
+510
524
$79K 0.06%
1,014
-1,393
525
$79K 0.06%
1,211
-106
19 20
21
22 23