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
1176
$11K 0.01%
137
+129
1177
$11K 0.01%
481
+189
1178
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776
-432
1179
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135
-5
1180
$11K 0.01%
325
+308
1181
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198
+2
1182
$11K 0.01%
294
-173
1183
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46
-298
1184
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131
-68
1185
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80
1186
$11K 0.01%
278
-868
1187
$11K 0.01%
436
-3
1188
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189
+177
1189
$11K 0.01%
532
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1190
$11K 0.01%
59
-17
1191
$11K 0.01%
70
-14
1192
$11K 0.01%
325
+197
1193
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462
-8
1194
$11K 0.01%
179
+165
1195
$11K 0.01%
62
-1
1196
$11K 0.01%
567
-8
1197
$10K 0.01%
337
-305
1198
$10K 0.01%
153
+73
1199
$10K 0.01%
335
+1
1200
$10K 0.01%
507
-1,007
46 47
48
49 50