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
1801
$1K ﹤0.01%
2
-1
1802
$1K ﹤0.01%
30
-944
1803
$1K ﹤0.01%
+26
1804
$1K ﹤0.01%
5
-2
1805
$1K ﹤0.01%
8
-4
1806
$1K ﹤0.01%
8
+3
1807
$1K ﹤0.01%
22
+4
1808
$1K ﹤0.01%
3
1809
$1K ﹤0.01%
9
-4
1810
$1K ﹤0.01%
53
-34
1811
$1K ﹤0.01%
19
-4
1812
$1K ﹤0.01%
17
-1
1813
$1K ﹤0.01%
+25
1814
$1K ﹤0.01%
24
+2
1815
$1K ﹤0.01%
27
-2
1816
$1K ﹤0.01%
11
-9
1817
$1K ﹤0.01%
26
1818
$1K ﹤0.01%
43
-7
1819
$1K ﹤0.01%
25
-9
1820
$1K ﹤0.01%
154
-8
1821
$0 ﹤0.01%
6
-2
1822
– –
-9
1823
– –
-665
1824
– –
0
1825
$0 ﹤0.01%
12
71 72
73
74 75