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
1576
$2K ﹤0.01%
61
-2
1577
$2K ﹤0.01%
80
-5
1578
$2K ﹤0.01%
81
+7
1579
$2K ﹤0.01%
33
1580
$2K ﹤0.01%
149
+1
1581
$2K ﹤0.01%
13
-99
1582
$2K ﹤0.01%
238
+181
1583
$2K ﹤0.01%
33
-1,130
1584
$2K ﹤0.01%
61
+48
1585
$2K ﹤0.01%
+32
1586
$2K ﹤0.01%
59
-9
1587
$2K ﹤0.01%
56
+46
1588
$2K ﹤0.01%
137
-33
1589
$2K ﹤0.01%
93
-11
1590
$2K ﹤0.01%
68
+44
1591
$2K ﹤0.01%
43
-21
1592
$2K ﹤0.01%
93
-10
1593
$2K ﹤0.01%
13
1594
$2K ﹤0.01%
98
-5
1595
$2K ﹤0.01%
+171
1596
$2K ﹤0.01%
222
+99
1597
$2K ﹤0.01%
102
+46
1598
$2K ﹤0.01%
50
-1
1599
$2K ﹤0.01%
68
-60
1600
$2K ﹤0.01%
28
-64
62 63
64
65 66