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
1426
$5K ﹤0.01%
135
+13
1427
$5K ﹤0.01%
162
+61
1428
$5K ﹤0.01%
178
-88
1429
$5K ﹤0.01%
343
+116
1430
$4K ﹤0.01%
93
+33
1431
$4K ﹤0.01%
55
+31
1432
$4K ﹤0.01%
113
-22
1433
$4K ﹤0.01%
87
+11
1434
$4K ﹤0.01%
+266
1435
$4K ﹤0.01%
70
-17
1436
$4K ﹤0.01%
185
+38
1437
$4K ﹤0.01%
53
-21
1438
$4K ﹤0.01%
130
-232
1439
$4K ﹤0.01%
315
+301
1440
$4K ﹤0.01%
89
+6
1441
$4K ﹤0.01%
440
1442
$4K ﹤0.01%
186
-162
1443
$4K ﹤0.01%
270
-32
1444
$4K ﹤0.01%
80
+8
1445
$4K ﹤0.01%
146
-59
1446
$4K ﹤0.01%
180
-15
1447
$4K ﹤0.01%
75
-10
1448
$4K ﹤0.01%
335
1449
$4K ﹤0.01%
599
-53
1450
$4K ﹤0.01%
105
-2
56 57
58
59 60