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
1351
$6K ﹤0.01%
59
1352
$6K ﹤0.01%
522
-28
1353
$6K ﹤0.01%
686
-10
1354
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293
+261
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$6K ﹤0.01%
289
-105
1356
$6K ﹤0.01%
87
+14
1357
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230
-8
1358
$6K ﹤0.01%
86
1359
$6K ﹤0.01%
131
-9
1360
$6K ﹤0.01%
387
-7
1361
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111
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$6K ﹤0.01%
315
+47
1363
$6K ﹤0.01%
85
+40
1364
$6K ﹤0.01%
510
+111
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$6K ﹤0.01%
119
+57
1366
$6K ﹤0.01%
102
-1
1367
$6K ﹤0.01%
1,530
+210
1368
$6K ﹤0.01%
106
1369
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49
-1
1370
$6K ﹤0.01%
127
-34
1371
$6K ﹤0.01%
120
1372
$6K ﹤0.01%
17
-2
1373
$6K ﹤0.01%
228
-2
1374
$6K ﹤0.01%
93
-1
1375
$6K ﹤0.01%
122
+113
53 54
55
56 57