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
1026
$16K 0.01%
901
+774
1027
$16K 0.01%
112
-25
1028
$16K 0.01%
182
+1
1029
$16K 0.01%
117
+2
1030
$16K 0.01%
327
-29
1031
$16K 0.01%
53
-97
1032
$16K 0.01%
625
+154
1033
$16K 0.01%
338
+16
1034
$16K 0.01%
627
-255
1035
$16K 0.01%
2,297
1036
$16K 0.01%
4,260
+1,075
1037
$16K 0.01%
292
1038
$16K 0.01%
224
1039
$16K 0.01%
30
1040
$16K 0.01%
842
-337
1041
$16K 0.01%
176
-789
1042
$16K 0.01%
111
1043
$15K 0.01%
58
-1
1044
$15K 0.01%
85
-499
1045
$15K 0.01%
412
-3,466
1046
$15K 0.01%
473
1047
$15K 0.01%
1,151
-1,570
1048
$15K 0.01%
753
-6
1049
$15K 0.01%
265
-88
1050
$15K 0.01%
683
+370
40 41
42
43 44