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
1301
$7K 0.01%
156
-81
1302
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364
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1303
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135
+3
1304
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190
1306
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266
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1307
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151
+3
1308
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244
+48
1309
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508
+121
1310
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263
-5
1311
$7K 0.01%
1,132
1312
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659
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1313
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96
-7
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+1
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506
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525
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1325
$7K 0.01%
481
-12
51 52
53
54 55