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
1951
$0 ﹤0.01%
7
-2
1952
$0 ﹤0.01%
+22
1953
$0 ﹤0.01%
9
-8
1954
$0 ﹤0.01%
13
-4
1955
$0 ﹤0.01%
57
-15
1956
$0 ﹤0.01%
9
-4
1957
– –
-6
1958
$0 ﹤0.01%
18
-6
1959
– –
-18
1960
– –
0
1961
$0 ﹤0.01%
+1
1962
$0 ﹤0.01%
7
-2
1963
$0 ﹤0.01%
22
-7,710
1964
$0 ﹤0.01%
19
-5
1965
$0 ﹤0.01%
21
-5
1966
$0 ﹤0.01%
22
-2
1967
$0 ﹤0.01%
27
-3
1968
$0 ﹤0.01%
12
-4
1969
$0 ﹤0.01%
9
-3
1970
– –
0
1971
$0 ﹤0.01%
37
-10
1972
$0 ﹤0.01%
22
-6
1973
$0 ﹤0.01%
+10
1974
$0 ﹤0.01%
35
-9
1975
$0 ﹤0.01%
+14
77 78
79
80 81