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
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
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919
$26K 0.02%
144
-3
920
$26K 0.02%
936
-5
921
$26K 0.02%
1,238
-134
922
$26K 0.02%
496
-21
923
$26K 0.02%
1,177
+89
924
$26K 0.02%
718
-59
925
$26K 0.02%
179
-180
35 36
37
38 39