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
1601
$2K ﹤0.01%
536
+324
1602
$2K ﹤0.01%
291
+226
1603
$2K ﹤0.01%
198
-63
1604
$2K ﹤0.01%
83
-1
1605
$2K ﹤0.01%
10
+1
1606
$2K ﹤0.01%
85
+71
1607
$2K ﹤0.01%
55
-5
1608
$2K ﹤0.01%
67
-25
1609
$2K ﹤0.01%
111
+51
1610
$2K ﹤0.01%
440
-381
1611
$2K ﹤0.01%
86
-6
1612
$2K ﹤0.01%
74
-39
1613
$2K ﹤0.01%
340
1614
$2K ﹤0.01%
41
+25
1615
$2K ﹤0.01%
157
-3
1616
$2K ﹤0.01%
91
-13
1617
$2K ﹤0.01%
73
+48
1618
$2K ﹤0.01%
12
1619
$2K ﹤0.01%
5
1620
$2K ﹤0.01%
21
+17
1621
$2K ﹤0.01%
50
-52
1622
$2K ﹤0.01%
35
-7
1623
$2K ﹤0.01%
50
-80
1624
$2K ﹤0.01%
41
1625
$2K ﹤0.01%
79
+65
63 64
65
66 67