C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.77%
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
+$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 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.61%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$1K ﹤0.01%
4
-8
1677
$1K ﹤0.01%
55
-8
1678
$1K ﹤0.01%
25
-81
1679
$1K ﹤0.01%
6
-4
1680
$1K ﹤0.01%
33
+3
1681
$1K ﹤0.01%
69
+41
1682
$1K ﹤0.01%
2
-1
1683
$1K ﹤0.01%
30
-944
1684
$1K ﹤0.01%
+26
1685
$1K ﹤0.01%
5
-2
1686
$1K ﹤0.01%
8
+3
1687
$1K ﹤0.01%
22
+4
1688
$1K ﹤0.01%
3
1689
$1K ﹤0.01%
9
-4
1690
$1K ﹤0.01%
24
+2
1691
$1K ﹤0.01%
27
-2
1692
$1K ﹤0.01%
11
-9
1693
$1K ﹤0.01%
26
1694
$1K ﹤0.01%
43
-7
1695
$1K ﹤0.01%
25
-9
1696
$1K ﹤0.01%
154
-8
1697
$1K ﹤0.01%
37
-13
1698
$1K ﹤0.01%
20
-18
1699
$1K ﹤0.01%
6
-4
1700
$1K ﹤0.01%
16
-10
66 67
68
69 70