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
1876
$0 ﹤0.01%
9
-2
1877
$0 ﹤0.01%
14
-3
1878
$0 ﹤0.01%
+7
1879
– –
-6
1880
$0 ﹤0.01%
12
-15
1881
$0 ﹤0.01%
2
+1
1882
$0 ﹤0.01%
2
-1
1883
$0 ﹤0.01%
14
-3
1884
$0 ﹤0.01%
17
+3
1885
$0 ﹤0.01%
1
-2
1886
$0 ﹤0.01%
4
-1
1887
$0 ﹤0.01%
6
-1
1888
$0 ﹤0.01%
25
-37
1889
– –
-3
1890
$0 ﹤0.01%
5
-2
1891
$0 ﹤0.01%
+4
1892
$0 ﹤0.01%
34
-9
1893
– –
-5
1894
$0 ﹤0.01%
16
1895
$0 ﹤0.01%
1
-1
1896
$0 ﹤0.01%
16
-4
1897
$0 ﹤0.01%
18
-6
1898
$0 ﹤0.01%
14
-300
1899
$0 ﹤0.01%
13
-12
1900
$0 ﹤0.01%
14
-800
74 75
76
77 78