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
1826
$0 ﹤0.01%
4
-2
1827
$0 ﹤0.01%
5
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1828
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1829
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-7
1830
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+2
1831
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25
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1833
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+6
1834
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1835
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1836
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2
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3
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1839
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3
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1840
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-2
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– –
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1842
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1843
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1844
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1845
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12
+1
1846
$0 ﹤0.01%
5
-2
1847
$0 ﹤0.01%
28
-6,547
1848
$0 ﹤0.01%
+6
1849
$0 ﹤0.01%
11
-7
1850
– –
-27
72 73
74
75 76