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
1451
$4K ﹤0.01%
268
+106
1452
$4K ﹤0.01%
22
-7
1453
$4K ﹤0.01%
433
-3
1454
$4K ﹤0.01%
114
+34
1455
$4K ﹤0.01%
104
+36
1456
$4K ﹤0.01%
+45
1457
$4K ﹤0.01%
204
+25
1458
$4K ﹤0.01%
89
-43
1459
$4K ﹤0.01%
294
-164
1460
$4K ﹤0.01%
240
-40
1461
$4K ﹤0.01%
83
+4
1462
$4K ﹤0.01%
104
-434
1463
$4K ﹤0.01%
268
-9
1464
$4K ﹤0.01%
150
+29
1465
$4K ﹤0.01%
376
+88
1466
$4K ﹤0.01%
181
-78
1467
$4K ﹤0.01%
205
+11
1468
$4K ﹤0.01%
359
-32
1469
$4K ﹤0.01%
210
-650
1470
$4K ﹤0.01%
352
+22
1471
$4K ﹤0.01%
478
-6
1472
$4K ﹤0.01%
91
+38
1473
$4K ﹤0.01%
93
-176
1474
$4K ﹤0.01%
208
-1,444
1475
$4K ﹤0.01%
640
-20
57 58
59
60 61