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
1126
$12K 0.01%
66
1127
$12K 0.01%
471
+465
1128
$12K 0.01%
299
-4
1129
$12K 0.01%
771
+460
1130
$12K 0.01%
199
-21
1131
$12K 0.01%
397
-123
1132
$12K 0.01%
144
-709
1133
$12K 0.01%
2,830
1134
$12K 0.01%
1,166
-32
1135
$12K 0.01%
79
-1
1136
$12K 0.01%
280
-1,352
1137
$12K 0.01%
1,000
-798
1138
$12K 0.01%
277
+27
1139
$12K 0.01%
366
+184
1140
$12K 0.01%
566
-5
1141
$12K 0.01%
275
-1
1142
$12K 0.01%
2,002
-9
1143
$12K 0.01%
181
+51
1144
$12K 0.01%
474
-42
1145
$12K 0.01%
18
+4
1146
$12K 0.01%
157
-16
1147
$12K 0.01%
92
1148
$12K 0.01%
114
-18
1149
$12K 0.01%
32
+12
1150
$12K 0.01%
134
-23
44 45
46
47 48