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
1326
$7K 0.01%
393
+377
1327
$7K 0.01%
196
-64
1328
$7K 0.01%
205
-4
1329
$7K 0.01%
490
+3
1330
$7K 0.01%
63
+10
1331
$7K 0.01%
428
-2
1332
$7K 0.01%
122
+52
1333
$7K 0.01%
1,202
1334
$7K 0.01%
94
-3
1335
$7K 0.01%
287
+102
1336
$6K ﹤0.01%
23
1337
$6K ﹤0.01%
+155
1338
$6K ﹤0.01%
681
-2,672
1339
$6K ﹤0.01%
205
-9
1340
$6K ﹤0.01%
241
+22
1341
$6K ﹤0.01%
272
+253
1342
$6K ﹤0.01%
345
+321
1343
$6K ﹤0.01%
143
1344
$6K ﹤0.01%
162
-111
1345
$6K ﹤0.01%
277
+35
1346
$6K ﹤0.01%
262
+76
1347
$6K ﹤0.01%
199
+15
1348
$6K ﹤0.01%
1,681
+288
1349
$6K ﹤0.01%
283
-2,599
1350
$6K ﹤0.01%
164
+80
52 53
54
55 56