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
1076
$14K 0.01%
263
-8
1077
$14K 0.01%
501
+180
1078
$14K 0.01%
366
-11
1079
$14K 0.01%
99
+36
1080
$14K 0.01%
134
-4
1081
$14K 0.01%
196
-129
1082
$14K 0.01%
635
-318
1083
$14K 0.01%
53
+21
1084
$14K 0.01%
809
-478
1085
$14K 0.01%
1,520
+319
1086
$14K 0.01%
191
-3
1087
$14K 0.01%
381
-189
1088
$14K 0.01%
470
-175
1089
$14K 0.01%
35
+3
1090
$13K 0.01%
330
-63
1091
$13K 0.01%
734
-192
1092
$13K 0.01%
1,410
-891
1093
$13K 0.01%
246
-2,756
1094
$13K 0.01%
225
1095
$13K 0.01%
95
+5
1096
$13K 0.01%
276
+52
1097
$13K 0.01%
298
-1,235
1098
$13K 0.01%
287
+96
1099
$13K 0.01%
175
-9
1100
$13K 0.01%
190
42 43
44
45 46