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
2526
$0 ﹤0.01%
22
-4
2527
$0 ﹤0.01%
+13
2528
– –
-5
2529
– –
-406
2530
$0 ﹤0.01%
6
-10
2531
$0 ﹤0.01%
+10
2532
$0 ﹤0.01%
+35
2533
– –
-14
2534
$0 ﹤0.01%
7
-9
2535
$0 ﹤0.01%
2
-1
2536
$0 ﹤0.01%
6
+2
2537
$0 ﹤0.01%
12
-11
2538
$0 ﹤0.01%
5
-2
2539
$0 ﹤0.01%
6
-6
2540
$0 ﹤0.01%
5
+1
2541
$0 ﹤0.01%
9
-4
2542
$0 ﹤0.01%
19
-127
2543
$0 ﹤0.01%
+9
2544
$0 ﹤0.01%
32
+29
2545
$0 ﹤0.01%
20
-151
2546
$0 ﹤0.01%
+24
2547
$0 ﹤0.01%
3
-1
2548
$0 ﹤0.01%
2
-2
2549
$0 ﹤0.01%
12
-5
2550
$0 ﹤0.01%
12
-3
100 101
102
103 104