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
1951
– –
-7
1952
$0 ﹤0.01%
+3
1953
$0 ﹤0.01%
4
-1
1954
$0 ﹤0.01%
4
-1
1955
$0 ﹤0.01%
15
-9
1956
$0 ﹤0.01%
24
-5
1957
$0 ﹤0.01%
7
1958
$0 ﹤0.01%
26
-1
1959
$0 ﹤0.01%
8
-2
1960
$0 ﹤0.01%
8
1961
– –
-1,324
1962
$0 ﹤0.01%
24
-6
1963
$0 ﹤0.01%
41
-11
1964
– –
-9
1965
$0 ﹤0.01%
+2
1966
$0 ﹤0.01%
24
-7
1967
$0 ﹤0.01%
10
-2
1968
$0 ﹤0.01%
9
-67
1969
$0 ﹤0.01%
2
1970
$0 ﹤0.01%
4
-4
1971
$0 ﹤0.01%
12
-286
1972
$0 ﹤0.01%
22
-149
1973
– –
-10
1974
– –
0
1975
$0 ﹤0.01%
7
-35
77 78
79
80 81