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
1576
$2K ﹤0.01%
87
+49
1577
$2K ﹤0.01%
51
+36
1578
$2K ﹤0.01%
93
-11
1579
$2K ﹤0.01%
68
+44
1580
$2K ﹤0.01%
43
-21
1581
$2K ﹤0.01%
111
-58
1582
$2K ﹤0.01%
43
+16
1583
$2K ﹤0.01%
31
+20
1584
$2K ﹤0.01%
93
-10
1585
$2K ﹤0.01%
102
+46
1586
$2K ﹤0.01%
50
-1
1587
$2K ﹤0.01%
68
-60
1588
$2K ﹤0.01%
340
1589
$2K ﹤0.01%
41
+25
1590
$2K ﹤0.01%
157
-3
1591
$2K ﹤0.01%
91
-13
1592
$2K ﹤0.01%
73
+48
1593
$2K ﹤0.01%
12
1594
$2K ﹤0.01%
69
+2
1595
$2K ﹤0.01%
267
-502
1596
$2K ﹤0.01%
5
1597
$2K ﹤0.01%
21
+17
1598
$2K ﹤0.01%
74
-35
1599
$2K ﹤0.01%
11
+1
1600
$2K ﹤0.01%
25
-26
62 63
64
65 66