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
976
$20K 0.02%
135
-2
977
$19K 0.02%
340
-41
978
$19K 0.02%
255
+115
979
$19K 0.02%
143
-207
980
$19K 0.02%
591
-36
981
$19K 0.02%
376
+73
982
$19K 0.02%
113
-10
983
$19K 0.02%
1,130
-779
984
$19K 0.02%
148
-479
985
$19K 0.02%
174
-19
986
$19K 0.02%
1,862
-8
987
$19K 0.02%
598
-489
988
$19K 0.02%
318
-1,111
989
$19K 0.02%
775
-1,725
990
$18K 0.01%
216
-614
991
$18K 0.01%
341
-15
992
$18K 0.01%
148
-106
993
$18K 0.01%
701
+125
994
$18K 0.01%
259
+4
995
$18K 0.01%
42
996
$18K 0.01%
151
-130
997
$18K 0.01%
196
+192
998
$18K 0.01%
517
-291
999
$18K 0.01%
58
+18
1000
$18K 0.01%
220
-13
38 39
40
41 42