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
851
$33K 0.03%
559
-2
852
$33K 0.03%
574
+346
853
$33K 0.03%
1,551
+31
854
$32K 0.03%
1,078
-322
855
$32K 0.03%
1,827
+1,180
856
$32K 0.03%
4,530
-348
857
$32K 0.03%
542
-29
858
$32K 0.03%
1,323
-515
859
$32K 0.03%
389
-18
860
$32K 0.03%
1,760
-77
861
$32K 0.03%
549
-383
862
$32K 0.03%
1,549
-1,841
863
$32K 0.03%
1,069
+316
864
$32K 0.03%
+425
865
$32K 0.03%
+1,926
866
$31K 0.02%
554
-916
867
$31K 0.02%
129
+19
868
$31K 0.02%
420
-8
869
$31K 0.02%
1,505
+462
870
$31K 0.02%
1,401
+58
871
$31K 0.02%
439
+111
872
$31K 0.02%
+1,489
873
$31K 0.02%
7,619
874
$31K 0.02%
643
-508
875
$31K 0.02%
335
-18
33 34
35
36 37