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 15.45%
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%
18
+4
1752
$1K ﹤0.01%
7
+1
1753
$1K ﹤0.01%
11
1754
$1K ﹤0.01%
48
1755
$1K ﹤0.01%
55
-5
1756
$1K ﹤0.01%
+23
1757
$1K ﹤0.01%
4
-84
1758
$1K ﹤0.01%
13
-2
1759
$1K ﹤0.01%
1
1760
$1K ﹤0.01%
27
+20
1761
$1K ﹤0.01%
10
-7
1762
$1K ﹤0.01%
+16
1763
$1K ﹤0.01%
26
-6
1764
$1K ﹤0.01%
5
-36
1765
$1K ﹤0.01%
6
-2
1766
$1K ﹤0.01%
+52
1767
$1K ﹤0.01%
+19
1768
$1K ﹤0.01%
23
+15
1769
$1K ﹤0.01%
+82
1770
$1K ﹤0.01%
4
-4
1771
$1K ﹤0.01%
14
-29
1772
$1K ﹤0.01%
21
-5
1773
$1K ﹤0.01%
79
+58
1774
$1K ﹤0.01%
8
-4
1775
$1K ﹤0.01%
12
-4
69 70
71
72 73