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
1551
$3K ﹤0.01%
293
-313
1552
$3K ﹤0.01%
29
-53
1553
$3K ﹤0.01%
347
-17
1554
$3K ﹤0.01%
107
-5
1555
$3K ﹤0.01%
11
-2
1556
$3K ﹤0.01%
35
-53
1557
$3K ﹤0.01%
20
-2
1558
$3K ﹤0.01%
423
-40
1559
$3K ﹤0.01%
58
+27
1560
$3K ﹤0.01%
106
-75
1561
$3K ﹤0.01%
110
-33
1562
$3K ﹤0.01%
90
-10
1563
$3K ﹤0.01%
23
-4
1564
$3K ﹤0.01%
119
-13
1565
$3K ﹤0.01%
36
-4
1566
$2K ﹤0.01%
61
+53
1567
$2K ﹤0.01%
+32
1568
$2K ﹤0.01%
46
1569
$2K ﹤0.01%
106
-8
1570
$2K ﹤0.01%
61
-2
1571
$2K ﹤0.01%
80
-5
1572
$2K ﹤0.01%
81
+7
1573
$2K ﹤0.01%
56
+16
1574
$2K ﹤0.01%
93
-2
1575
$2K ﹤0.01%
110
-45
61 62
63
64 65