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
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%
284
+1
1216
$10K 0.01%
324
-21
1217
$10K 0.01%
216
-14
1218
$10K 0.01%
29
-1
1219
$10K 0.01%
+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%
440
+412
1225
$10K 0.01%
151
-5
47 48
49
50 51