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 15.44%
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
526
$79K 0.06%
1,085
+480
527
$79K 0.06%
2,965
-455
528
$79K 0.06%
1,075
-625
529
$79K 0.06%
4,418
+1,573
530
$79K 0.06%
2,764
-920
531
$79K 0.06%
7,650
+6,984
532
$79K 0.06%
782
-393
533
$79K 0.06%
2,154
-26
534
$78K 0.06%
548
-368
535
$78K 0.06%
1,060
-87
536
$78K 0.06%
1,836
-678
537
$78K 0.06%
166
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538
$78K 0.06%
1,022
-1,831
539
$78K 0.06%
1,567
-4
540
$78K 0.06%
+3,187
541
$78K 0.06%
1,757
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542
$78K 0.06%
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-45
543
$78K 0.06%
1,861
-889
544
$78K 0.06%
2,195
+349
545
$78K 0.06%
454
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546
$78K 0.06%
3,282
+3,265
547
$77K 0.06%
747
+87
548
$77K 0.06%
1,054
-24
549
$77K 0.06%
2,640
-461
550
$77K 0.06%
686
+269
20 21
22
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