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
1701
$1K ﹤0.01%
15
-8
1702
$1K ﹤0.01%
4
-4
1703
$1K ﹤0.01%
14
-29
1704
$1K ﹤0.01%
4
-2
1705
$1K ﹤0.01%
26
-175
1706
$1K ﹤0.01%
46
-39
1707
$1K ﹤0.01%
25
-9
1708
$1K ﹤0.01%
20
+3
1709
$1K ﹤0.01%
69
-337
1710
$1K ﹤0.01%
23
+15
1711
$1K ﹤0.01%
24
1712
$1K ﹤0.01%
11
+2
1713
$1K ﹤0.01%
15
-195
1714
$1K ﹤0.01%
53
1715
$1K ﹤0.01%
40
-16
1716
$1K ﹤0.01%
9
-17
1717
$1K ﹤0.01%
10
+1
1718
$1K ﹤0.01%
4
-8
1719
$1K ﹤0.01%
55
-8
1720
$1K ﹤0.01%
25
-81
1721
$1K ﹤0.01%
6
-4
1722
$1K ﹤0.01%
33
+3
1723
$1K ﹤0.01%
69
+41
1724
$1K ﹤0.01%
2
-1
1725
$1K ﹤0.01%
30
-944
67 68
69
70 71