C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.77%
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
+$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 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
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%
3
-2
1727
$1K ﹤0.01%
12
-11
1728
$1K ﹤0.01%
13
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1729
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17
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1730
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1731
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8
-5
1732
$1K ﹤0.01%
+46
1733
$1K ﹤0.01%
10
-36
1734
$1K ﹤0.01%
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-8
1735
$1K ﹤0.01%
7
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1736
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1737
$1K ﹤0.01%
6
1738
$1K ﹤0.01%
156
+47
1739
$1K ﹤0.01%
18
-7
1740
$1K ﹤0.01%
7
-1
1741
$1K ﹤0.01%
11
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1742
$1K ﹤0.01%
9
+3
1743
$1K ﹤0.01%
46
+29
1744
$1K ﹤0.01%
13
+1
1745
$1K ﹤0.01%
4
-1
1746
$1K ﹤0.01%
13
-36
1747
$1K ﹤0.01%
+23
1748
$1K ﹤0.01%
67
-54
1749
$1K ﹤0.01%
11
+7
1750
$1K ﹤0.01%
26
-8
68 69
70
71 72