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 15.44%
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
1001
$18K 0.01%
259
+4
1002
$18K 0.01%
701
+125
1003
$18K 0.01%
148
-106
1004
$18K 0.01%
341
-15
1005
$17K 0.01%
80
-3
1006
$17K 0.01%
1,735
-3
1007
$17K 0.01%
124
-430
1008
$17K 0.01%
754
-115
1009
$17K 0.01%
108
-294
1010
$17K 0.01%
136
-274
1011
$17K 0.01%
1,466
-3
1012
$17K 0.01%
317
-955
1013
$17K 0.01%
592
+165
1014
$17K 0.01%
1,700
+66
1015
$17K 0.01%
624
+21
1016
$17K 0.01%
207
-6
1017
$17K 0.01%
145
-22
1018
$16K 0.01%
284
+7
1019
$16K 0.01%
34
+1
1020
$16K 0.01%
101
-4
1021
$16K 0.01%
1,718
+351
1022
$16K 0.01%
114
-7
1023
$16K 0.01%
2,480
-354
1024
$16K 0.01%
603
+151
1025
$16K 0.01%
478
-493
39 40
41
42 43