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
1776
$1K ﹤0.01%
156
+47
1777
$1K ﹤0.01%
18
-7
1778
$1K ﹤0.01%
7
-1
1779
$1K ﹤0.01%
11
-5
1780
$1K ﹤0.01%
9
+3
1781
$1K ﹤0.01%
46
+29
1782
$1K ﹤0.01%
13
+1
1783
$1K ﹤0.01%
4
-1
1784
$1K ﹤0.01%
13
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1785
$1K ﹤0.01%
+23
1786
$1K ﹤0.01%
67
-54
1787
$1K ﹤0.01%
11
+7
1788
$1K ﹤0.01%
26
-8
1789
$1K ﹤0.01%
+10
1790
$1K ﹤0.01%
85
-24
1791
$1K ﹤0.01%
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1792
$1K ﹤0.01%
42
-9
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$1K ﹤0.01%
11
1794
$1K ﹤0.01%
8
-1
1795
$1K ﹤0.01%
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-5
1796
$1K ﹤0.01%
5
-3
1797
$1K ﹤0.01%
5
-3
1798
$1K ﹤0.01%
8
-2
1799
$1K ﹤0.01%
11
1800
$1K ﹤0.01%
27
70 71
72
73 74