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
1676
$1K ﹤0.01%
9
-2
1677
$1K ﹤0.01%
7
-1
1678
$1K ﹤0.01%
32
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1679
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3
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1680
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5
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5
-1
1682
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18
+4
1683
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+2
1684
$1K ﹤0.01%
21
-5
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79
+58
1686
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8
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$1K ﹤0.01%
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1688
$1K ﹤0.01%
5
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1689
$1K ﹤0.01%
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27
+20
1691
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10
-7
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+82
1693
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1694
$1K ﹤0.01%
8
-5
1695
$1K ﹤0.01%
+46
1696
$1K ﹤0.01%
10
-36
1697
$1K ﹤0.01%
16
-8
1698
$1K ﹤0.01%
52
+21
1699
$1K ﹤0.01%
8
+1
1700
$1K ﹤0.01%
10
66 67
68
69 70