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
1151
$12K 0.01%
253
+10
1152
$12K 0.01%
123
-254
1153
$12K 0.01%
352
-5
1154
$12K 0.01%
721
-203
1155
$12K 0.01%
1,277
-108
1156
$12K 0.01%
297
-4
1157
$12K 0.01%
43
-3
1158
$11K 0.01%
294
-173
1159
$11K 0.01%
46
-298
1160
$11K 0.01%
131
-68
1161
$11K 0.01%
80
1162
$11K 0.01%
278
-868
1163
$11K 0.01%
436
-3
1164
$11K 0.01%
189
+177
1165
$11K 0.01%
532
-32
1166
$11K 0.01%
59
-17
1167
$11K 0.01%
179
+165
1168
$11K 0.01%
62
-1
1169
$11K 0.01%
567
-8
1170
$11K 0.01%
161
+6
1171
$11K 0.01%
175
-66
1172
$11K 0.01%
316
-32
1173
$11K 0.01%
71
-5
1174
$11K 0.01%
116
-266
1175
$11K 0.01%
120
-1
45 46
47
48 49