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
1526
$3K ﹤0.01%
39
+4
1527
$3K ﹤0.01%
124
-10
1528
$3K ﹤0.01%
42
-6
1529
$3K ﹤0.01%
241
-63
1530
$3K ﹤0.01%
157
+74
1531
$3K ﹤0.01%
54
-13
1532
$3K ﹤0.01%
31
+20
1533
$3K ﹤0.01%
155
+124
1534
$3K ﹤0.01%
73
+12
1535
$3K ﹤0.01%
178
-1,035
1536
$3K ﹤0.01%
293
-313
1537
$3K ﹤0.01%
65
-206
1538
$3K ﹤0.01%
63
+46
1539
$3K ﹤0.01%
106
-11
1540
$3K ﹤0.01%
66
-9
1541
$3K ﹤0.01%
29
-53
1542
$3K ﹤0.01%
220
-18
1543
$3K ﹤0.01%
154
-24
1544
$3K ﹤0.01%
57
+47
1545
$3K ﹤0.01%
103
-54
1546
$3K ﹤0.01%
347
-17
1547
$3K ﹤0.01%
107
-5
1548
$3K ﹤0.01%
+95
1549
$3K ﹤0.01%
81
+21
1550
$3K ﹤0.01%
11
-2
60 61
62
63 64