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
826
$36K 0.03%
2,286
-1,668
827
$36K 0.03%
145
+108
828
$36K 0.03%
794
-382
829
$35K 0.03%
1,391
-67
830
$35K 0.03%
168
-1
831
$35K 0.03%
785
-108
832
$35K 0.03%
1,631
-153
833
$35K 0.03%
1,093
-567
834
$35K 0.03%
489
-18
835
$35K 0.03%
581
-1,884
836
$34K 0.03%
622
-33
837
$34K 0.03%
1,674
-166
838
$34K 0.03%
344
+1
839
$34K 0.03%
1,319
-161
840
$34K 0.03%
783
-11
841
$34K 0.03%
835
-570
842
$34K 0.03%
817
-257
843
$34K 0.03%
1,086
-484
844
$33K 0.03%
212
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845
$33K 0.03%
1,221
+165
846
$33K 0.03%
753
-7
847
$33K 0.03%
373
-73
848
$33K 0.03%
1,867
-81
849
$33K 0.03%
200
+199
850
$33K 0.03%
616
-221
32 33
34
35 36