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
1351
$6K ﹤0.01%
289
-105
1352
$6K ﹤0.01%
87
+14
1353
$6K ﹤0.01%
230
-8
1354
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86
1355
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131
-9
1356
$6K ﹤0.01%
387
-7
1357
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315
+47
1358
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85
+40
1359
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119
+57
1360
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102
-1
1361
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1,530
+210
1362
$6K ﹤0.01%
106
1363
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49
-1
1364
$6K ﹤0.01%
127
-34
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1366
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17
-2
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228
-2
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$6K ﹤0.01%
93
-1
1369
$6K ﹤0.01%
147
-1,406
1370
$6K ﹤0.01%
30
-2
1371
$6K ﹤0.01%
485
-19
1372
$6K ﹤0.01%
167
+17
1373
$6K ﹤0.01%
345
+321
1374
$6K ﹤0.01%
143
1375
$6K ﹤0.01%
199
+15
53 54
55
56 57