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
1251
$9K 0.01%
419
-125
1252
$9K 0.01%
251
-3
1253
$9K 0.01%
80
+76
1254
$9K 0.01%
98
1255
$9K 0.01%
42
1256
$9K 0.01%
520
-67
1257
$9K 0.01%
590
+390
1258
$9K 0.01%
135
-2
1259
$9K 0.01%
79
-110
1260
$9K 0.01%
164
-159
1261
$9K 0.01%
239
-11
1262
$9K 0.01%
167
-2
1263
$9K 0.01%
1,433
-1,107
1264
$9K 0.01%
161
+156
1265
$9K 0.01%
141
-1
1266
$8K 0.01%
29
-47
1267
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229
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6
1269
$8K 0.01%
31
-5
1270
$8K 0.01%
493
+461
1271
$8K 0.01%
92
-1
1272
$8K 0.01%
123
-6
1273
$8K 0.01%
147
1274
$8K 0.01%
477
1275
$8K 0.01%
612
-42
49 50
51
52 53