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
1426
$5K ﹤0.01%
59
+1
1427
$5K ﹤0.01%
153
-40
1428
$5K ﹤0.01%
67
-20
1429
$5K ﹤0.01%
135
+13
1430
$4K ﹤0.01%
+266
1431
$4K ﹤0.01%
93
+33
1432
$4K ﹤0.01%
55
+31
1433
$4K ﹤0.01%
113
-22
1434
$4K ﹤0.01%
87
+11
1435
$4K ﹤0.01%
70
-17
1436
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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%
80
+8
1444
$4K ﹤0.01%
180
-15
1445
$4K ﹤0.01%
75
-10
1446
$4K ﹤0.01%
335
1447
$4K ﹤0.01%
278
+30
1448
$4K ﹤0.01%
599
-53
1449
$4K ﹤0.01%
105
-2
1450
$4K ﹤0.01%
268
+106
56 57
58
59 60