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
1026
$16K 0.01%
292
1027
$16K 0.01%
4,260
+1,075
1028
$16K 0.01%
2,297
1029
$16K 0.01%
627
-255
1030
$16K 0.01%
338
+16
1031
$16K 0.01%
625
+154
1032
$16K 0.01%
53
-97
1033
$16K 0.01%
327
-29
1034
$16K 0.01%
117
+2
1035
$16K 0.01%
182
+1
1036
$16K 0.01%
603
+151
1037
$16K 0.01%
478
-493
1038
$16K 0.01%
901
+774
1039
$16K 0.01%
112
-25
1040
$16K 0.01%
284
+7
1041
$16K 0.01%
34
+1
1042
$16K 0.01%
101
-4
1043
$15K 0.01%
232
-1
1044
$15K 0.01%
1,300
1045
$15K 0.01%
2,000
1046
$15K 0.01%
294
+22
1047
$15K 0.01%
116
+30
1048
$15K 0.01%
84
-89
1049
$15K 0.01%
261
+9
1050
$15K 0.01%
318
+6
40 41
42
43 44