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
1626
$2K ﹤0.01%
32
-237
1627
$2K ﹤0.01%
66
-43
1628
$2K ﹤0.01%
28
-64
1629
$2K ﹤0.01%
536
+324
1630
$2K ﹤0.01%
291
+226
1631
$2K ﹤0.01%
198
-63
1632
$2K ﹤0.01%
83
-1
1633
$2K ﹤0.01%
10
+1
1634
$2K ﹤0.01%
85
+71
1635
$2K ﹤0.01%
55
-5
1636
$2K ﹤0.01%
67
-25
1637
$2K ﹤0.01%
111
+51
1638
$2K ﹤0.01%
440
-381
1639
$2K ﹤0.01%
177
+3
1640
$2K ﹤0.01%
86
-6
1641
$2K ﹤0.01%
74
-39
1642
$2K ﹤0.01%
99
-13
1643
$2K ﹤0.01%
185
-5
1644
$2K ﹤0.01%
43
+33
1645
$2K ﹤0.01%
285
-28
1646
$2K ﹤0.01%
86
-1
1647
$2K ﹤0.01%
27
+18
1648
$2K ﹤0.01%
147
-15
1649
$2K ﹤0.01%
55
-3
1650
$2K ﹤0.01%
86
+8
64 65
66
67 68