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
1951
– –
0
1952
$0 ﹤0.01%
48
-9
1953
$0 ﹤0.01%
11
1954
$0 ﹤0.01%
13
-5
1955
– –
0
1956
$0 ﹤0.01%
1
1957
$0 ﹤0.01%
4
-1
1958
$0 ﹤0.01%
21
-30
1959
$0 ﹤0.01%
9
-168
1960
$0 ﹤0.01%
28
-7
1961
– –
0
1962
$0 ﹤0.01%
23
-6
1963
$0 ﹤0.01%
+13
1964
$0 ﹤0.01%
15
-9
1965
– –
-1,308
1966
$0 ﹤0.01%
6
-2
1967
$0 ﹤0.01%
10
-9
1968
$0 ﹤0.01%
+1
1969
$0 ﹤0.01%
6
-6
1970
$0 ﹤0.01%
9
-6
1971
$0 ﹤0.01%
1
1972
$0 ﹤0.01%
2
-4
1973
$0 ﹤0.01%
+11
1974
– –
-120
1975
$0 ﹤0.01%
7
-7
77 78
79
80 81