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
701
$55K 0.05%
299
-38
702
$55K 0.05%
587
+368
703
$55K 0.05%
1,455
+559
704
$55K 0.05%
1,490
+258
705
$55K 0.05%
+1,569
706
$54K 0.04%
490
-20
707
$54K 0.04%
88
+24
708
$54K 0.04%
341
+5
709
$54K 0.04%
1,618
-158
710
$54K 0.04%
184
-414
711
$53K 0.04%
407
+182
712
$53K 0.04%
2,541
+865
713
$53K 0.04%
1,110
-580
714
$53K 0.04%
539
+14
715
$53K 0.04%
359
-161
716
$53K 0.04%
711
+613
717
$52K 0.04%
704
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718
$52K 0.04%
3,381
-5,510
719
$52K 0.04%
815
-1,086
720
$52K 0.04%
673
-188
721
$52K 0.04%
3,125
722
$52K 0.04%
1,669
+1,133
723
$52K 0.04%
453
+137
724
$51K 0.04%
273
-57
725
$51K 0.04%
1,266
-156
27 28
29
30 31