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
1651
$1K ﹤0.01%
8
-4
1652
$1K ﹤0.01%
24
-4,071
1653
$1K ﹤0.01%
34
-3
1654
$1K ﹤0.01%
17
-2
1655
$1K ﹤0.01%
9
1656
$1K ﹤0.01%
8
-4
1657
$1K ﹤0.01%
53
-34
1658
$1K ﹤0.01%
19
-4
1659
$1K ﹤0.01%
17
-1
1660
$1K ﹤0.01%
+25
1661
$1K ﹤0.01%
+23
1662
$1K ﹤0.01%
14
-3
1663
$1K ﹤0.01%
14
-11
1664
$1K ﹤0.01%
17
-78
1665
$1K ﹤0.01%
5
-1
1666
$1K ﹤0.01%
43
-17
1667
$1K ﹤0.01%
18
-6
1668
$1K ﹤0.01%
16
+11
1669
$1K ﹤0.01%
20
+2
1670
$1K ﹤0.01%
6
-223
1671
$1K ﹤0.01%
49
-8
1672
$1K ﹤0.01%
5
+3
1673
$1K ﹤0.01%
7
-1
1674
$1K ﹤0.01%
15
+3
1675
$1K ﹤0.01%
45
+10
65 66
67
68 69