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
951
$22K 0.02%
259
+12
952
$22K 0.02%
200
+40
953
$22K 0.02%
98
-324
954
$22K 0.02%
57
-153
955
$22K 0.02%
93
+1
956
$22K 0.02%
+429
957
$22K 0.02%
193
-458
958
$21K 0.02%
175
-69
959
$21K 0.02%
65
-16
960
$21K 0.02%
100
-1
961
$21K 0.02%
331
+5
962
$21K 0.02%
52
-4
963
$21K 0.02%
236
-10
964
$21K 0.02%
597
-2,302
965
$21K 0.02%
1,796
+415
966
$21K 0.02%
310
-111
967
$21K 0.02%
1,241
+3
968
$21K 0.02%
64
+1
969
$21K 0.02%
384
+2
970
$20K 0.02%
921
+170
971
$20K 0.02%
+511
972
$20K 0.02%
97
-33
973
$20K 0.02%
476
-550
974
$20K 0.02%
450
-23
975
$20K 0.02%
218
-345
37 38
39
40 41