C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$10K 0.01%
355
-3,425
1202
$10K 0.01%
242
-12
1203
$10K 0.01%
123
-3
1204
$10K 0.01%
108
+43
1205
$10K 0.01%
208
-1,582
1206
$10K 0.01%
1,140
-249
1207
$10K 0.01%
226
+210
1208
$10K 0.01%
701
-346
1209
$10K 0.01%
270
-95
1210
$10K 0.01%
205
1211
$10K 0.01%
190
+108
1212
$10K 0.01%
309
+19
1213
$10K 0.01%
128
+60
1214
$10K 0.01%
400
-142
1215
$10K 0.01%
298
+2
1216
$10K 0.01%
324
-21
1217
$10K 0.01%
216
-14
1218
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29
-1
1219
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+126
1220
$10K 0.01%
215
+85
1221
$10K 0.01%
213
-121
1222
$10K 0.01%
79
-2
1223
$10K 0.01%
644
-389
1224
$10K 0.01%
151
-5
1225
$10K 0.01%
299
-5
47 48
49
50 51