C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
– –
-8
1952
$0 ﹤0.01%
25
-12
1953
$0 ﹤0.01%
23
+2
1954
$0 ﹤0.01%
+43
1955
$0 ﹤0.01%
3
-4
1956
$0 ﹤0.01%
13
-4
1957
$0 ﹤0.01%
26
-8
1958
$0 ﹤0.01%
30
-8
1959
$0 ﹤0.01%
18
+4
1960
$0 ﹤0.01%
13
-4
1961
$0 ﹤0.01%
13
-101
1962
– –
0
1963
$0 ﹤0.01%
4
1964
$0 ﹤0.01%
+1
1965
$0 ﹤0.01%
13
-2
1966
$0 ﹤0.01%
4
-2
1967
$0 ﹤0.01%
5
-2
1968
$0 ﹤0.01%
8
-3
1969
$0 ﹤0.01%
13
-7
1970
$0 ﹤0.01%
11
+2
1971
$0 ﹤0.01%
25
-13
1972
$0 ﹤0.01%
18
-2,322
1973
$0 ﹤0.01%
16
-4
1974
– –
-1
1975
$0 ﹤0.01%
8
-2
77 78
79
80 81