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
1776
$1K ﹤0.01%
55
-5
1777
$1K ﹤0.01%
+23
1778
$1K ﹤0.01%
4
-84
1779
$1K ﹤0.01%
1
1780
$1K ﹤0.01%
+16
1781
$1K ﹤0.01%
26
-6
1782
$1K ﹤0.01%
5
-36
1783
$1K ﹤0.01%
6
-2
1784
$1K ﹤0.01%
+52
1785
$1K ﹤0.01%
+19
1786
$1K ﹤0.01%
4
-4
1787
$1K ﹤0.01%
9
-5
1788
$1K ﹤0.01%
8
-4
1789
$1K ﹤0.01%
24
-4,071
1790
$1K ﹤0.01%
34
-3
1791
$1K ﹤0.01%
17
-2
1792
$1K ﹤0.01%
9
1793
$1K ﹤0.01%
8
-4
1794
$1K ﹤0.01%
53
-34
1795
$1K ﹤0.01%
19
-4
1796
$1K ﹤0.01%
17
-1
1797
$1K ﹤0.01%
+25
1798
$1K ﹤0.01%
+23
1799
$1K ﹤0.01%
14
-3
1800
$1K ﹤0.01%
14
-11
70 71
72
73 74