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 15.44%
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
876
$31K 0.02%
7,919
-390
877
$30K 0.02%
1,508
-708
878
$30K 0.02%
681
-980
879
$30K 0.02%
259
-524
880
$30K 0.02%
612
-11
881
$30K 0.02%
364
-7
882
$30K 0.02%
173
-335
883
$29K 0.02%
174
-105
884
$29K 0.02%
711
-248
885
$29K 0.02%
1,306
-6,062
886
$29K 0.02%
724
-5
887
$29K 0.02%
898
-39
888
$29K 0.02%
940
-8
889
$29K 0.02%
5,234
-1,310
890
$29K 0.02%
3,476
+1,388
891
$29K 0.02%
542
-1,016
892
$29K 0.02%
193
+71
893
$29K 0.02%
418
+3
894
$29K 0.02%
378
+148
895
$29K 0.02%
119
-2
896
$29K 0.02%
3,285
-167
897
$29K 0.02%
244
-11
898
$29K 0.02%
319
+2
899
$29K 0.02%
506
-8
900
$29K 0.02%
+1,299
34 35
36
37 38