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
551
$77K 0.06%
3,312
+240
552
$77K 0.06%
1,412
-326
553
$76K 0.06%
648
-181
554
$76K 0.06%
964
+200
555
$76K 0.06%
4,259
-3,294
556
$75K 0.06%
730
-79
557
$75K 0.06%
2,545
+1,654
558
$75K 0.06%
1,291
+99
559
$75K 0.06%
1,606
-788
560
$75K 0.06%
835
-81
561
$74K 0.06%
7,077
-136
562
$74K 0.06%
827
+82
563
$74K 0.06%
695
-267
564
$74K 0.06%
421
+271
565
$74K 0.06%
1,586
+210
566
$74K 0.06%
2,476
+981
567
$74K 0.06%
6,708
+4,109
568
$74K 0.06%
785
-422
569
$74K 0.06%
3,460
+126
570
$73K 0.06%
2,465
-2,310
571
$73K 0.06%
6,695
-122
572
$73K 0.06%
2,075
-276
573
$73K 0.06%
1,385
-16
574
$73K 0.06%
1,643
+1,626
575
$73K 0.06%
2,395
+444
21 22
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