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
776
$44K 0.03%
+946
777
$44K 0.03%
1,559
-1,751
778
$43K 0.03%
638
+436
779
$43K 0.03%
422
+104
780
$43K 0.03%
1,348
+280
781
$42K 0.03%
3,761
782
$42K 0.03%
585
-678
783
$42K 0.03%
2,042
-122
784
$42K 0.03%
323
+266
785
$42K 0.03%
169
-166
786
$42K 0.03%
5,664
787
$42K 0.03%
159
-199
788
$41K 0.03%
5,154
+3,822
789
$41K 0.03%
1,228
+9
790
$41K 0.03%
437
+422
791
$41K 0.03%
1,422
-522
792
$41K 0.03%
568
-1,334
793
$41K 0.03%
902
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794
$41K 0.03%
4,100
795
$40K 0.03%
429
796
$40K 0.03%
315
-498
797
$40K 0.03%
499
+141
798
$40K 0.03%
1,228
-2,786
799
$40K 0.03%
2,275
800
$40K 0.03%
167
-75
30 31
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