C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$3K ﹤0.01%
119
-13
1552
$3K ﹤0.01%
36
-4
1553
$3K ﹤0.01%
+241
1554
$3K ﹤0.01%
47
-35
1555
$3K ﹤0.01%
42
-6
1556
$3K ﹤0.01%
154
-24
1557
$3K ﹤0.01%
62
+23
1558
$3K ﹤0.01%
+175
1559
$3K ﹤0.01%
87
-105
1560
$3K ﹤0.01%
11
-2
1561
$3K ﹤0.01%
35
-53
1562
$3K ﹤0.01%
20
-2
1563
$3K ﹤0.01%
99
-56
1564
$3K ﹤0.01%
146
-1,010
1565
$3K ﹤0.01%
156
+129
1566
$2K ﹤0.01%
43
+33
1567
$2K ﹤0.01%
42
-88
1568
$2K ﹤0.01%
29
-12
1569
$2K ﹤0.01%
42
-1
1570
$2K ﹤0.01%
169
-19
1571
$2K ﹤0.01%
61
+53
1572
$2K ﹤0.01%
50
-5
1573
$2K ﹤0.01%
+32
1574
$2K ﹤0.01%
46
1575
$2K ﹤0.01%
106
-8
61 62
63
64 65