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
1776
$1K ﹤0.01%
7
-1
1777
$1K ﹤0.01%
8
-4
1778
$1K ﹤0.01%
20
+1
1779
$1K ﹤0.01%
32
-1
1780
$1K ﹤0.01%
23
+1
1781
$1K ﹤0.01%
8
+1
1782
$1K ﹤0.01%
10
1783
$1K ﹤0.01%
15
-8
1784
$1K ﹤0.01%
3
-1
1785
$1K ﹤0.01%
5
1786
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5
-1
1787
$1K ﹤0.01%
15
-5
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$1K ﹤0.01%
57
+25
1789
$1K ﹤0.01%
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1790
$1K ﹤0.01%
6
-178
1791
$1K ﹤0.01%
18
+4
1792
$1K ﹤0.01%
7
+1
1793
$1K ﹤0.01%
1
1794
$1K ﹤0.01%
27
+20
1795
$1K ﹤0.01%
10
-7
1796
$1K ﹤0.01%
26
-6
1797
$1K ﹤0.01%
5
-36
1798
$1K ﹤0.01%
6
-2
1799
$1K ﹤0.01%
+52
1800
$1K ﹤0.01%
+19
70 71
72
73 74