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
$113M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,896
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$392K
3
+$376K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$369K
5
KD icon
Kyndryl
KD
+$304K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$420K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388K

Sector Composition

1 Technology 16.72%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.25%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$129K 0.11%
2,788
-397
227
$129K 0.11%
421
-104
228
$129K 0.11%
1,745
+949
229
$128K 0.11%
508
+212
230
$128K 0.11%
2,607
+2,583
231
$128K 0.11%
1,344
-1,712
232
$128K 0.11%
2,028
+83
233
$128K 0.11%
2,419
+185
234
$128K 0.11%
2,081
+1,274
235
$127K 0.11%
1,467
+1,460
236
$127K 0.11%
3,430
+994
237
$127K 0.11%
327
-180
238
$126K 0.11%
780
-781
239
$126K 0.11%
1,475
-131
240
$126K 0.11%
6,340
+1,542
241
$126K 0.11%
1,531
+475
242
$126K 0.11%
606
+477
243
$126K 0.11%
3,954
+3,230
244
$125K 0.11%
2,901
-210
245
$125K 0.11%
1,454
-34
246
$125K 0.11%
1,734
+645
247
$125K 0.11%
6,652
+6,573
248
$124K 0.11%
1,860
+584
249
$123K 0.11%
2,035
+514
250
$123K 0.11%
1,527
+513
8 9
10
11 12