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
651
$63K 0.05%
270
-278
652
$63K 0.05%
1,472
+184
653
$63K 0.05%
691
-6
654
$63K 0.05%
782
+293
655
$63K 0.05%
921
-456
656
$63K 0.05%
280
+110
657
$63K 0.05%
776
+337
658
$62K 0.05%
218
-211
659
$62K 0.05%
1,911
-600
660
$62K 0.05%
2,257
+556
661
$62K 0.05%
2,300
662
$61K 0.05%
311
-862
663
$61K 0.05%
5,644
+2,072
664
$61K 0.05%
488
+46
665
$60K 0.05%
1,697
-456
666
$60K 0.05%
1,312
+337
667
$60K 0.05%
541
-571
668
$60K 0.05%
756
-383
669
$60K 0.05%
1,261
-1,974
670
$60K 0.05%
2,545
-2,485
671
$60K 0.05%
197
-61
672
$59K 0.05%
2,465
-4
673
$59K 0.05%
1,651
+456
674
$59K 0.05%
2,776
+2,745
675
$58K 0.05%
1,227
+650
25 26
27
28 29