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
1876
– –
-3
1877
– –
-13
1878
$0 ﹤0.01%
2
-6
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13
-97
1880
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1881
$0 ﹤0.01%
17
-95
1882
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15
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1883
$0 ﹤0.01%
+6
1884
– –
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1885
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18
+4
1886
$0 ﹤0.01%
+27
1887
– –
-425
1888
$0 ﹤0.01%
24
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1889
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+1
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$0 ﹤0.01%
7
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1891
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1894
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+3
1895
$0 ﹤0.01%
3
-1
1896
– –
0
1897
– –
-23
1898
– –
0
1899
$0 ﹤0.01%
1
1900
– –
-25
74 75
76
77 78