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
726
$51K 0.04%
43
-58
727
$51K 0.04%
1,442
-1,046
728
$51K 0.04%
1,504
+678
729
$50K 0.04%
794
+686
730
$50K 0.04%
559
+52
731
$50K 0.04%
713
-29
732
$50K 0.04%
2,400
+2,370
733
$50K 0.04%
3,366
+3,334
734
$50K 0.04%
1,327
-3
735
$49K 0.04%
737
+42
736
$49K 0.04%
674
-127
737
$49K 0.04%
1,041
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738
$49K 0.04%
1,491
-239
739
$49K 0.04%
807
-150
740
$49K 0.04%
1,220
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741
$49K 0.04%
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743
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$48K 0.04%
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$48K 0.04%
512
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746
$48K 0.04%
685
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493
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748
$48K 0.04%
766
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749
$48K 0.04%
4,002
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750
$47K 0.04%
514
-121
28 29
30
31 32