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
801
$40K 0.03%
1,044
-229
802
$40K 0.03%
1,576
-671
803
$40K 0.03%
+488
804
$39K 0.03%
382
+266
805
$39K 0.03%
708
-456
806
$39K 0.03%
1,085
-2
807
$39K 0.03%
408
+98
808
$38K 0.03%
1,263
-3
809
$38K 0.03%
1,225
-2,159
810
$38K 0.03%
1,941
-486
811
$38K 0.03%
779
+117
812
$38K 0.03%
1,405
+165
813
$38K 0.03%
+208
814
$37K 0.03%
3,253
+1,853
815
$37K 0.03%
351
+28
816
$37K 0.03%
582
-3
817
$37K 0.03%
214
-81
818
$37K 0.03%
1,007
-68
819
$37K 0.03%
1,260
-1,375
820
$36K 0.03%
1,540
-915
821
$36K 0.03%
308
-1
822
$36K 0.03%
91
+61
823
$36K 0.03%
1,425
824
$36K 0.03%
273
-123
825
$36K 0.03%
1,455
+936
31 32
33
34 35