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
701
$55K 0.04%
299
-38
702
$55K 0.04%
3,320
-328
703
$55K 0.04%
593
-339
704
$55K 0.04%
16,438
+67
705
$55K 0.04%
1,490
+258
706
$54K 0.04%
184
-414
707
$54K 0.04%
1,618
-158
708
$54K 0.04%
341
+5
709
$54K 0.04%
88
+24
710
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490
-20
711
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711
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712
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359
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713
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539
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714
$53K 0.04%
1,110
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715
$53K 0.04%
2,541
+865
716
$53K 0.04%
407
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717
$52K 0.04%
453
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718
$52K 0.04%
1,669
+1,133
719
$52K 0.04%
3,125
720
$52K 0.04%
673
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721
$52K 0.04%
815
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722
$52K 0.04%
3,381
-5,510
723
$52K 0.04%
704
-3
724
$51K 0.04%
721
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725
$51K 0.04%
43
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27 28
29
30 31