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
876
$31K 0.02%
7,919
-390
877
$30K 0.02%
173
-335
878
$30K 0.02%
1,508
-708
879
$30K 0.02%
681
-980
880
$30K 0.02%
259
-524
881
$30K 0.02%
612
-11
882
$30K 0.02%
364
-7
883
$29K 0.02%
174
-105
884
$29K 0.02%
711
-248
885
$29K 0.02%
3,285
-167
886
$29K 0.02%
1,306
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887
$29K 0.02%
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$29K 0.02%
5,234
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891
$29K 0.02%
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892
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542
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895
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$29K 0.02%
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$29K 0.02%
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$29K 0.02%
119
-2
34 35
36
37 38