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
1651
$1K ﹤0.01%
35
-24
1652
$1K ﹤0.01%
7
-2
1653
$1K ﹤0.01%
5
-3
1654
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7
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1655
$1K ﹤0.01%
3
-52
1656
$1K ﹤0.01%
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-3
1657
$1K ﹤0.01%
5
-2
1658
$1K ﹤0.01%
16
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1659
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3
-2
1660
$1K ﹤0.01%
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-11
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1662
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1663
$1K ﹤0.01%
6
1664
$1K ﹤0.01%
7
-1
1665
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11
-5
1666
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9
+3
1667
$1K ﹤0.01%
46
+29
1668
$1K ﹤0.01%
13
+1
1669
$1K ﹤0.01%
4
-1
1670
$1K ﹤0.01%
13
-36
1671
$1K ﹤0.01%
+23
1672
$1K ﹤0.01%
67
-54
1673
$1K ﹤0.01%
11
+7
1674
$1K ﹤0.01%
26
-8
1675
$1K ﹤0.01%
+10
65 66
67
68 69