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
1726
$1K ﹤0.01%
+26
1727
$1K ﹤0.01%
5
-2
1728
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8
+3
1729
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22
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1730
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3
1731
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9
-4
1732
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24
+2
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$1K ﹤0.01%
27
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1734
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-9
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1736
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43
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1737
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25
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154
-8
1739
$1K ﹤0.01%
37
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$1K ﹤0.01%
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1742
$1K ﹤0.01%
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-8
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$1K ﹤0.01%
9
-1
1745
$1K ﹤0.01%
8
+1
1746
$1K ﹤0.01%
16
+14
1747
$1K ﹤0.01%
15
+7
1748
$1K ﹤0.01%
+25
1749
$1K ﹤0.01%
21
+4
1750
$1K ﹤0.01%
14
-35
68 69
70
71 72