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
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%
3,188
-22
632
$67K 0.05%
926
-1
633
$66K 0.05%
599
-99
634
$66K 0.05%
414
-105
635
$66K 0.05%
3,967
+1,423
636
$66K 0.05%
880
-32
637
$66K 0.05%
2,248
-477
638
$66K 0.05%
619
-926
639
$66K 0.05%
3,172
+3,152
640
$65K 0.05%
3,119
+2,664
641
$65K 0.05%
6,229
+578
642
$65K 0.05%
705
+64
643
$65K 0.05%
844
-34
644
$65K 0.05%
853
+2
645
$65K 0.05%
807
-53
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