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