C

Covestor Portfolio holdings

AUM $144M
1-Year Est. Return 37.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.32%
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
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$0 ﹤0.01%
133
-17
1952
– –
-32
1953
$0 ﹤0.01%
30
-22
1954
$0 ﹤0.01%
6
-2
1955
$0 ﹤0.01%
+22
1956
$0 ﹤0.01%
9
-8
1957
$0 ﹤0.01%
13
-4
1958
$0 ﹤0.01%
57
-15
1959
$0 ﹤0.01%
9
-4
1960
– –
-6
1961
$0 ﹤0.01%
18
-6
1962
– –
-18
1963
$0 ﹤0.01%
+1
1964
$0 ﹤0.01%
7
-2
1965
$0 ﹤0.01%
12
-4
1966
$0 ﹤0.01%
9
-3
1967
$0 ﹤0.01%
37
-10
1968
$0 ﹤0.01%
22
-6
1969
$0 ﹤0.01%
+10
1970
$0 ﹤0.01%
+14
1971
$0 ﹤0.01%
10
-3
1972
$0 ﹤0.01%
12
-4
1973
$0 ﹤0.01%
16
-2,323
1974
$0 ﹤0.01%
12
-3
1975
$0 ﹤0.01%
8
-9
77 78
79
80 81