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
901
$28K 0.02%
1,205
-52
902
$28K 0.02%
979
-370
903
$28K 0.02%
+1,098
904
$28K 0.02%
376
-12
905
$28K 0.02%
5,715
+560
906
$28K 0.02%
1,938
-84
907
$28K 0.02%
1,608
-18
908
$27K 0.02%
154
-2
909
$27K 0.02%
1,156
-828
910
$27K 0.02%
797
-38
911
$27K 0.02%
754
+201
912
$27K 0.02%
482
-303
913
$27K 0.02%
161
-6
914
$27K 0.02%
406
+9
915
$27K 0.02%
333
-16
916
$27K 0.02%
397
+255
917
$27K 0.02%
4,839
-355
918
$27K 0.02%
817
-470
919
$26K 0.02%
936
-5
920
$26K 0.02%
1,238
-134
921
$26K 0.02%
496
-21
922
$26K 0.02%
1,177
+89
923
$26K 0.02%
718
-59
924
$26K 0.02%
179
-180
925
$26K 0.02%
1,661
+55
35 36
37
38 39