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
1251
$9K 0.01%
1,420
-290
1252
$9K 0.01%
98
1253
$9K 0.01%
42
1254
$9K 0.01%
520
-67
1255
$9K 0.01%
590
+390
1256
$9K 0.01%
135
-2
1257
$9K 0.01%
79
-110
1258
$9K 0.01%
164
-159
1259
$9K 0.01%
239
-11
1260
$9K 0.01%
1,433
-1,107
1261
$9K 0.01%
161
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1262
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141
-1
1263
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126
-14
1264
$9K 0.01%
57
1265
$9K 0.01%
205
-5
1266
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+269
1267
$8K 0.01%
56
-50
1268
$8K 0.01%
839
-7
1269
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6
1270
$8K 0.01%
31
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1271
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493
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1272
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92
-1
1273
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123
-6
1274
$8K 0.01%
147
1275
$8K 0.01%
477
49 50
51
52 53