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 15.44%
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%
+122
1527
$3K ﹤0.01%
62
+23
1528
$3K ﹤0.01%
+175
1529
$3K ﹤0.01%
87
-105
1530
$3K ﹤0.01%
99
-56
1531
$3K ﹤0.01%
146
-1,010
1532
$3K ﹤0.01%
68
+52
1533
$3K ﹤0.01%
156
+129
1534
$3K ﹤0.01%
169
-64
1535
$3K ﹤0.01%
146
-161
1536
$3K ﹤0.01%
146
+130
1537
$3K ﹤0.01%
57
+25
1538
$3K ﹤0.01%
146
+77
1539
$3K ﹤0.01%
172
-19
1540
$3K ﹤0.01%
17
-10
1541
$3K ﹤0.01%
89
-15
1542
$3K ﹤0.01%
39
+4
1543
$3K ﹤0.01%
124
-10
1544
$3K ﹤0.01%
241
-63
1545
$3K ﹤0.01%
157
+74
1546
$3K ﹤0.01%
54
-13
1547
$3K ﹤0.01%
31
+20
1548
$3K ﹤0.01%
155
+124
1549
$3K ﹤0.01%
73
+12
1550
$3K ﹤0.01%
178
-1,035
60 61
62
63 64