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
1051
$15K 0.01%
43
-74
1052
$15K 0.01%
324
+1
1053
$15K 0.01%
355
-58
1054
$15K 0.01%
1,400
+137
1055
$15K 0.01%
1,178
1056
$15K 0.01%
937
-191
1057
$15K 0.01%
318
+6
1058
$15K 0.01%
261
+9
1059
$15K 0.01%
84
-89
1060
$15K 0.01%
232
+60
1061
$15K 0.01%
294
+22
1062
$15K 0.01%
2,000
1063
$15K 0.01%
1,300
1064
$15K 0.01%
232
-1
1065
$14K 0.01%
169
-4
1066
$14K 0.01%
585
1067
$14K 0.01%
143
-9
1068
$14K 0.01%
1,360
-18,915
1069
$14K 0.01%
33
1070
$14K 0.01%
888
+7
1071
$14K 0.01%
263
-8
1072
$14K 0.01%
501
+180
1073
$14K 0.01%
670
-4,758
1074
$14K 0.01%
79
-181
1075
$14K 0.01%
95
+2
41 42
43
44 45