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
1376
$6K ﹤0.01%
1,681
+288
1377
$6K ﹤0.01%
111
-44
1378
$6K ﹤0.01%
510
+111
1379
$6K ﹤0.01%
122
+113
1380
$6K ﹤0.01%
202
-4
1381
$5K ﹤0.01%
163
-18
1382
$5K ﹤0.01%
140
+52
1383
$5K ﹤0.01%
508
-10
1384
$5K ﹤0.01%
+393
1385
$5K ﹤0.01%
204
+42
1386
$5K ﹤0.01%
177
+72
1387
$5K ﹤0.01%
51
-6
1388
$5K ﹤0.01%
463
-9
1389
$5K ﹤0.01%
132
1390
$5K ﹤0.01%
310
+28
1391
$5K ﹤0.01%
126
-7
1392
$5K ﹤0.01%
202
+24
1393
$5K ﹤0.01%
99
+94
1394
$5K ﹤0.01%
351
-78
1395
$5K ﹤0.01%
300
+117
1396
$5K ﹤0.01%
309
-17
1397
$5K ﹤0.01%
367
-108
1398
$5K ﹤0.01%
424
-71
1399
$5K ﹤0.01%
136
+21
1400
$5K ﹤0.01%
182
-31
54 55
56
57 58