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
1226
$10K 0.01%
41
-1
1227
$10K 0.01%
553
-336
1228
$10K 0.01%
140
1229
$10K 0.01%
440
+412
1230
$9K 0.01%
571
-5
1231
$9K 0.01%
58
-1
1232
$9K 0.01%
361
+339
1233
$9K 0.01%
+467
1234
$9K 0.01%
419
-125
1235
$9K 0.01%
251
-3
1236
$9K 0.01%
80
+76
1237
$9K 0.01%
167
-2
1238
$9K 0.01%
296
-1
1239
$9K 0.01%
330
-104
1240
$9K 0.01%
130
-1
1241
$9K 0.01%
119
-6
1242
$9K 0.01%
+263
1243
$9K 0.01%
127
-3
1244
$9K 0.01%
44
1245
$9K 0.01%
291
1246
$9K 0.01%
40
-134
1247
$9K 0.01%
127
+109
1248
$9K 0.01%
391
+2
1249
$9K 0.01%
218
-71
1250
$9K 0.01%
152
-122
48 49
50
51 52