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
1051
$15K 0.01%
937
-191
1052
$15K 0.01%
1,178
1053
$15K 0.01%
1,400
+137
1054
$15K 0.01%
355
-58
1055
$15K 0.01%
324
+1
1056
$15K 0.01%
43
-74
1057
$15K 0.01%
473
1058
$15K 0.01%
412
-3,466
1059
$15K 0.01%
85
-499
1060
$15K 0.01%
58
-1
1061
$15K 0.01%
683
+370
1062
$15K 0.01%
265
-88
1063
$15K 0.01%
753
-6
1064
$15K 0.01%
1,151
-1,570
1065
$14K 0.01%
670
-4,758
1066
$14K 0.01%
79
-181
1067
$14K 0.01%
95
+2
1068
$14K 0.01%
122
-90
1069
$14K 0.01%
58
-96
1070
$14K 0.01%
169
-4
1071
$14K 0.01%
585
1072
$14K 0.01%
143
-9
1073
$14K 0.01%
1,360
-18,915
1074
$14K 0.01%
33
1075
$14K 0.01%
888
+7
41 42
43
44 45