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
1626
$2K ﹤0.01%
20
-3
1627
$2K ﹤0.01%
99
-13
1628
$2K ﹤0.01%
185
-5
1629
$2K ﹤0.01%
285
-28
1630
$2K ﹤0.01%
86
-1
1631
$2K ﹤0.01%
27
+18
1632
$2K ﹤0.01%
147
-15
1633
$2K ﹤0.01%
55
-3
1634
$2K ﹤0.01%
86
+8
1635
$2K ﹤0.01%
56
+16
1636
$2K ﹤0.01%
93
-2
1637
$2K ﹤0.01%
110
-45
1638
$2K ﹤0.01%
87
+49
1639
$2K ﹤0.01%
51
+36
1640
$2K ﹤0.01%
111
-58
1641
$2K ﹤0.01%
43
+16
1642
$2K ﹤0.01%
31
+20
1643
$2K ﹤0.01%
69
+2
1644
$2K ﹤0.01%
267
-502
1645
$2K ﹤0.01%
74
-35
1646
$2K ﹤0.01%
11
+1
1647
$2K ﹤0.01%
40
-79
1648
$2K ﹤0.01%
32
-237
1649
$2K ﹤0.01%
66
-43
1650
$2K ﹤0.01%
177
+3
64 65
66
67 68