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
1701
$1K ﹤0.01%
9
-17
1702
$1K ﹤0.01%
24
-4,071
1703
$1K ﹤0.01%
10
+1
1704
$1K ﹤0.01%
4
-8
1705
$1K ﹤0.01%
55
-8
1706
$1K ﹤0.01%
25
-81
1707
$1K ﹤0.01%
6
-4
1708
$1K ﹤0.01%
33
+3
1709
$1K ﹤0.01%
34
-3
1710
$1K ﹤0.01%
17
-2
1711
$1K ﹤0.01%
9
1712
$1K ﹤0.01%
69
+41
1713
$1K ﹤0.01%
2
-1
1714
$1K ﹤0.01%
30
-944
1715
$1K ﹤0.01%
+26
1716
$1K ﹤0.01%
5
-2
1717
$1K ﹤0.01%
8
-4
1718
$1K ﹤0.01%
8
+3
1719
$1K ﹤0.01%
22
+4
1720
$1K ﹤0.01%
3
1721
$1K ﹤0.01%
9
-4
1722
$1K ﹤0.01%
53
-34
1723
$1K ﹤0.01%
19
-4
1724
$1K ﹤0.01%
17
-1
1725
$1K ﹤0.01%
+25
67 68
69
70 71