C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$67K 0.05%
344
+41
627
$67K 0.05%
1,032
+71
628
$67K 0.05%
787
+718
629
$67K 0.05%
541
+151
630
$67K 0.05%
593
-121
631
$67K 0.05%
926
-1
632
$67K 0.05%
3,188
-22
633
$66K 0.05%
599
-99
634
$66K 0.05%
3,967
+1,423
635
$66K 0.05%
880
-32
636
$66K 0.05%
2,248
-477
637
$66K 0.05%
619
-926
638
$66K 0.05%
3,172
+3,152
639
$66K 0.05%
414
-105
640
$65K 0.05%
3,119
+2,664
641
$65K 0.05%
6,229
+578
642
$65K 0.05%
705
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643
$65K 0.05%
844
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644
$65K 0.05%
853
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645
$65K 0.05%
807
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646
$64K 0.05%
1,344
-779
647
$64K 0.05%
6,457
+4,784
648
$64K 0.05%
741
-6
649
$64K 0.05%
212
-59
650
$63K 0.05%
2,155
+1,105
24 25
26
27 28