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
1601
$2K ﹤0.01%
35
-7
1602
$2K ﹤0.01%
50
-80
1603
$2K ﹤0.01%
41
1604
$2K ﹤0.01%
79
+65
1605
$2K ﹤0.01%
20
-3
1606
$2K ﹤0.01%
238
+181
1607
$2K ﹤0.01%
33
-1,130
1608
$2K ﹤0.01%
42
-88
1609
$2K ﹤0.01%
61
+48
1610
$2K ﹤0.01%
+32
1611
$2K ﹤0.01%
59
-9
1612
$2K ﹤0.01%
56
+46
1613
$2K ﹤0.01%
137
-33
1614
$2K ﹤0.01%
33
1615
$2K ﹤0.01%
149
+1
1616
$2K ﹤0.01%
13
-99
1617
$2K ﹤0.01%
29
-12
1618
$2K ﹤0.01%
42
-1
1619
$2K ﹤0.01%
169
-19
1620
$2K ﹤0.01%
50
-5
1621
$2K ﹤0.01%
13
1622
$2K ﹤0.01%
98
-5
1623
$2K ﹤0.01%
+171
1624
$2K ﹤0.01%
222
+99
1625
$2K ﹤0.01%
40
-79
63 64
65
66 67