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
726
$51K 0.04%
1,266
-156
727
$51K 0.04%
273
-57
728
$51K 0.04%
1,504
+678
729
$50K 0.04%
1,327
-3
730
$50K 0.04%
3,366
+3,334
731
$50K 0.04%
2,400
+2,370
732
$50K 0.04%
713
-29
733
$50K 0.04%
559
+52
734
$50K 0.04%
794
+686
735
$49K 0.04%
410
+79
736
$49K 0.04%
807
-150
737
$49K 0.04%
1,491
-239
738
$49K 0.04%
1,041
-4
739
$49K 0.04%
674
-127
740
$49K 0.04%
874
-1,046
741
$49K 0.04%
737
+42
742
$49K 0.04%
1,220
+652
743
$48K 0.04%
1,186
-1
744
$48K 0.04%
10,648
+2,722
745
$48K 0.04%
512
+173
746
$48K 0.04%
685
-6
747
$48K 0.04%
493
-3
748
$48K 0.04%
766
+194
749
$48K 0.04%
2,001
-56
750
$47K 0.04%
514
-121
28 29
30
31 32