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
2226
$0 ﹤0.01%
2
-4
2227
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+11
2228
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14
-7
2229
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16
-4
2230
$0 ﹤0.01%
4
-103
2231
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1
2232
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4
-2
2233
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13
-101
2234
– –
0
2235
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3
-1
2236
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2237
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2238
$0 ﹤0.01%
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– –
-1
2240
$0 ﹤0.01%
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-2
2241
$0 ﹤0.01%
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– –
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6
-1
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$0 ﹤0.01%
25
-37
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– –
-3
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5
-2
2247
$0 ﹤0.01%
14
-300
2248
$0 ﹤0.01%
13
-12
2249
$0 ﹤0.01%
14
-800
2250
$0 ﹤0.01%
17
-5
88 89
90
91 92