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
2501
$0 ﹤0.01%
41
+1
2502
$0 ﹤0.01%
5
-2
2503
$0 ﹤0.01%
+12
2504
$0 ﹤0.01%
15
-2
2505
– –
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2506
$0 ﹤0.01%
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-5
2507
$0 ﹤0.01%
6
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2508
$0 ﹤0.01%
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2509
$0 ﹤0.01%
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+5
2510
– –
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2511
$0 ﹤0.01%
5
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2512
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2513
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3
-1
2514
$0 ﹤0.01%
14
+8
2515
– –
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2516
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5
-90
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5
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2519
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11
2520
$0 ﹤0.01%
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2521
– –
-22,982
2522
$0 ﹤0.01%
+6
2523
$0 ﹤0.01%
4
-1,296
2524
$0 ﹤0.01%
14
-119
2525
$0 ﹤0.01%
1
99 100
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