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
601
$69K 0.05%
3,382
-339
602
$69K 0.05%
457
+292
603
$69K 0.05%
1,618
+1,464
604
$69K 0.05%
716
+710
605
$69K 0.05%
2,367
+1,879
606
$69K 0.05%
+1,530
607
$69K 0.05%
817
608
$69K 0.05%
2,412
-52
609
$69K 0.05%
372
-130
610
$69K 0.05%
108
+1
611
$69K 0.05%
347
+136
612
$69K 0.05%
687
-217
613
$69K 0.05%
2,389
-689
614
$69K 0.05%
8,365
+1,442
615
$68K 0.05%
703
-1,300
616
$68K 0.05%
500
+9
617
$68K 0.05%
1,376
+417
618
$68K 0.05%
2,374
-47
619
$68K 0.05%
1,264
-833
620
$68K 0.05%
1,498
+1,000
621
$68K 0.05%
389
+304
622
$68K 0.05%
451
-10
623
$68K 0.05%
2,457
-1,153
624
$68K 0.05%
2,472
+1,364
625
$67K 0.05%
3,018
+2,468
23 24
25
26 27