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
1501
$3K ﹤0.01%
146
-1,010
1502
$3K ﹤0.01%
68
+52
1503
$3K ﹤0.01%
156
+129
1504
$3K ﹤0.01%
169
-64
1505
$3K ﹤0.01%
123
+47
1506
$3K ﹤0.01%
62
+53
1507
$3K ﹤0.01%
23
1508
$3K ﹤0.01%
79
-39
1509
$3K ﹤0.01%
89
+2
1510
$3K ﹤0.01%
153
-28
1511
$3K ﹤0.01%
179
+53
1512
$3K ﹤0.01%
115
-116
1513
$3K ﹤0.01%
146
-161
1514
$3K ﹤0.01%
146
+130
1515
$3K ﹤0.01%
57
+25
1516
$3K ﹤0.01%
146
+77
1517
$3K ﹤0.01%
30
-962
1518
$3K ﹤0.01%
50
+21
1519
$3K ﹤0.01%
17
-3
1520
$3K ﹤0.01%
52
-3
1521
$3K ﹤0.01%
36
-6
1522
$3K ﹤0.01%
172
-19
1523
$3K ﹤0.01%
47
-35
1524
$3K ﹤0.01%
17
-10
1525
$3K ﹤0.01%
89
-15
59 60
61
62 63