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
1751
$1K ﹤0.01%
23
1752
$1K ﹤0.01%
8
-5
1753
$1K ﹤0.01%
17
-78
1754
$1K ﹤0.01%
+46
1755
$1K ﹤0.01%
10
-6
1756
$1K ﹤0.01%
5
-1
1757
$1K ﹤0.01%
10
-36
1758
$1K ﹤0.01%
16
-8
1759
$1K ﹤0.01%
7
-3
1760
$1K ﹤0.01%
43
-17
1761
$1K ﹤0.01%
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-6
1762
$1K ﹤0.01%
16
+11
1763
$1K ﹤0.01%
20
+2
1764
$1K ﹤0.01%
6
-223
1765
$1K ﹤0.01%
49
-8
1766
$1K ﹤0.01%
5
+3
1767
$1K ﹤0.01%
156
+47
1768
$1K ﹤0.01%
7
-1
1769
$1K ﹤0.01%
15
+3
1770
$1K ﹤0.01%
45
+10
1771
$1K ﹤0.01%
18
-7
1772
$1K ﹤0.01%
8
-2
1773
$1K ﹤0.01%
9
-2
1774
$1K ﹤0.01%
11
1775
$1K ﹤0.01%
27
69 70
71
72 73