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 15.45%
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
1676
$1K ﹤0.01%
35
-24
1677
$1K ﹤0.01%
7
-2
1678
$1K ﹤0.01%
5
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1679
$1K ﹤0.01%
7
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1680
$1K ﹤0.01%
3
-52
1681
$1K ﹤0.01%
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-3
1682
$1K ﹤0.01%
5
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1683
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16
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1684
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3
-2
1685
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1687
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1688
$1K ﹤0.01%
23
1689
$1K ﹤0.01%
8
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1690
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17
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1691
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+46
1692
$1K ﹤0.01%
10
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1693
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5
-1
1694
$1K ﹤0.01%
10
-36
1695
$1K ﹤0.01%
16
-8
1696
$1K ﹤0.01%
7
-3
1697
$1K ﹤0.01%
43
-17
1698
$1K ﹤0.01%
18
-6
1699
$1K ﹤0.01%
16
+11
1700
$1K ﹤0.01%
20
+2
66 67
68
69 70