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
1726
$1K ﹤0.01%
24
+2
1727
$1K ﹤0.01%
37
-13
1728
$1K ﹤0.01%
20
-18
1729
$1K ﹤0.01%
6
-4
1730
$1K ﹤0.01%
16
-10
1731
$1K ﹤0.01%
21
-8
1732
$1K ﹤0.01%
9
-1
1733
$1K ﹤0.01%
8
+1
1734
$1K ﹤0.01%
16
+14
1735
$1K ﹤0.01%
15
+7
1736
$1K ﹤0.01%
+25
1737
$1K ﹤0.01%
21
+4
1738
$1K ﹤0.01%
14
-35
1739
$1K ﹤0.01%
60
-73
1740
$1K ﹤0.01%
+23
1741
$1K ﹤0.01%
14
-3
1742
$1K ﹤0.01%
14
-11
1743
$1K ﹤0.01%
25
-10
1744
$1K ﹤0.01%
25
-361
1745
$1K ﹤0.01%
17
-287
1746
$1K ﹤0.01%
+33
1747
$1K ﹤0.01%
19
-9
1748
$1K ﹤0.01%
9
-4
1749
$1K ﹤0.01%
14
-152
1750
$1K ﹤0.01%
17
-5
68 69
70
71 72