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
826
$36K 0.03%
2,286
-1,668
827
$36K 0.03%
145
+108
828
$36K 0.03%
794
-382
829
$35K 0.03%
168
-1
830
$35K 0.03%
785
-108
831
$35K 0.03%
489
-18
832
$35K 0.03%
1,631
-153
833
$35K 0.03%
1,093
-567
834
$35K 0.03%
581
-1,884
835
$35K 0.03%
1,391
-67
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
-86
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