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
1401
$5K ﹤0.01%
348
+114
1402
$5K ﹤0.01%
279
+58
1403
$5K ﹤0.01%
1,822
1404
$5K ﹤0.01%
59
+1
1405
$5K ﹤0.01%
1,054
-10
1406
$5K ﹤0.01%
+426
1407
$5K ﹤0.01%
194
-2
1408
$5K ﹤0.01%
213
-65
1409
$5K ﹤0.01%
221
-24
1410
$5K ﹤0.01%
163
-18
1411
$5K ﹤0.01%
153
-40
1412
$5K ﹤0.01%
167
-73
1413
$5K ﹤0.01%
154
+3
1414
$5K ﹤0.01%
17
-34
1415
$5K ﹤0.01%
134
-656
1416
$5K ﹤0.01%
129
-318
1417
$5K ﹤0.01%
385
-80
1418
$5K ﹤0.01%
316
+62
1419
$5K ﹤0.01%
405
+1
1420
$5K ﹤0.01%
228
-53
1421
$5K ﹤0.01%
145
-5
1422
$5K ﹤0.01%
197
+41
1423
$5K ﹤0.01%
52
1424
$5K ﹤0.01%
199
-83
1425
$5K ﹤0.01%
67
-20
55 56
57
58 59