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 15.44%
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
1376
$6K ﹤0.01%
272
+253
1377
$6K ﹤0.01%
522
-28
1378
$6K ﹤0.01%
87
+14
1379
$6K ﹤0.01%
230
-8
1380
$6K ﹤0.01%
86
1381
$5K ﹤0.01%
204
+42
1382
$5K ﹤0.01%
177
+72
1383
$5K ﹤0.01%
51
-6
1384
$5K ﹤0.01%
463
-9
1385
$5K ﹤0.01%
132
1386
$5K ﹤0.01%
310
+28
1387
$5K ﹤0.01%
126
-7
1388
$5K ﹤0.01%
202
+24
1389
$5K ﹤0.01%
95
+31
1390
$5K ﹤0.01%
99
+94
1391
$5K ﹤0.01%
351
-78
1392
$5K ﹤0.01%
300
+117
1393
$5K ﹤0.01%
309
-17
1394
$5K ﹤0.01%
367
-108
1395
$5K ﹤0.01%
59
+1
1396
$5K ﹤0.01%
1,089
-10
1397
$5K ﹤0.01%
+426
1398
$5K ﹤0.01%
194
-2
1399
$5K ﹤0.01%
213
-65
1400
$5K ﹤0.01%
221
-24
54 55
56
57 58