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
976
$20K 0.02%
+511
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
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174
-19
986
$19K 0.02%
1,862
-8
987
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598
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318
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989
$19K 0.02%
775
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990
$18K 0.01%
105
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991
$18K 0.01%
212
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517
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220
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$18K 0.01%
58
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999
$18K 0.01%
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1000
$18K 0.01%
259
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38 39
40
41 42