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
1101
$13K 0.01%
195
-3
1102
$13K 0.01%
140
-131
1103
$13K 0.01%
+131
1104
$13K 0.01%
74
-6
1105
$13K 0.01%
347
-17
1106
$13K 0.01%
398
-10
1107
$13K 0.01%
160
-4
1108
$13K 0.01%
113
+3
1109
$13K 0.01%
10
-48
1110
$13K 0.01%
46
-1
1111
$13K 0.01%
53
+1
1112
$13K 0.01%
1,251
1113
$13K 0.01%
273
-1,533
1114
$13K 0.01%
100
-2
1115
$13K 0.01%
225
+3
1116
$13K 0.01%
176
-1
1117
$13K 0.01%
83
1118
$13K 0.01%
75
-3
1119
$13K 0.01%
210
+61
1120
$13K 0.01%
156
-2
1121
$13K 0.01%
304
-96
1122
$13K 0.01%
207
-353
1123
$13K 0.01%
174
+10
1124
$13K 0.01%
68
-660
1125
$13K 0.01%
230
-7
43 44
45
46 47