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
176
$158K 0.13%
2,537
-340
177
$158K 0.13%
1,926
+906
178
$158K 0.13%
3,069
-467
179
$158K 0.13%
818
-4
180
$158K 0.13%
430
+157
181
$156K 0.12%
652
-1
182
$156K 0.12%
12,412
+2,770
183
$156K 0.12%
6,752
-130
184
$155K 0.12%
1,811
-488
185
$155K 0.12%
4,938
+1,188
186
$155K 0.12%
1,701
-231
187
$155K 0.12%
10,143
+3,356
188
$154K 0.12%
1,090
-436
189
$154K 0.12%
3,903
+1,021
190
$154K 0.12%
1,787
-87
191
$154K 0.12%
4,919
-2,877
192
$153K 0.12%
6,071
-5
193
$153K 0.12%
2,082
-112
194
$153K 0.12%
2,586
-511
195
$153K 0.12%
5,037
+2,692
196
$152K 0.12%
706
-117
197
$152K 0.12%
1,130
-54
198
$151K 0.12%
3,139
+722
199
$150K 0.12%
1,170
-93
200
$149K 0.12%
536
-72
6 7
8
9 10