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
1326
$7K 0.01%
1,202
1327
$7K 0.01%
94
-3
1328
$7K 0.01%
287
+102
1329
$7K 0.01%
158
+1
1330
$7K 0.01%
506
-2
1331
$7K 0.01%
124
-1
1332
$7K 0.01%
97
-8
1333
$7K 0.01%
122
-11
1334
$7K 0.01%
324
+7
1335
$7K 0.01%
95
-29
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%
162
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1343
$6K ﹤0.01%
277
+35
1344
$6K ﹤0.01%
262
+76
1345
$6K ﹤0.01%
283
-2,599
1346
$6K ﹤0.01%
164
+80
1347
$6K ﹤0.01%
59
1348
$6K ﹤0.01%
522
-28
1349
$6K ﹤0.01%
686
-10
1350
$6K ﹤0.01%
293
+261
52 53
54
55 56