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
676
$58K 0.05%
236
-182
677
$58K 0.05%
1,194
-42
678
$58K 0.05%
2,545
-10
679
$58K 0.05%
512
-70
680
$58K 0.05%
331
681
$58K 0.05%
1,220
+1,010
682
$58K 0.05%
1,012
-487
683
$58K 0.05%
2,576
+1,149
684
$58K 0.05%
1,057
-123
685
$57K 0.05%
587
-6
686
$57K 0.05%
924
+293
687
$57K 0.05%
1,300
+238
688
$57K 0.05%
960
+30
689
$57K 0.05%
1,845
+233
690
$56K 0.04%
953
+2
691
$56K 0.04%
3,109
-16
692
$56K 0.04%
2,179
-232
693
$56K 0.04%
1,479
-1,715
694
$56K 0.04%
1,421
+1,053
695
$56K 0.04%
436
+1
696
$56K 0.04%
220
-422
697
$56K 0.04%
400
-497
698
$55K 0.04%
+1,569
699
$55K 0.04%
1,455
+559
700
$55K 0.04%
587
+368
26 27
28
29 30