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%
+13
2527
$0 ﹤0.01%
18
+17
2528
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4
2529
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20
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2530
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4
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2531
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2534
– –
-15
2535
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5
-52
2536
– –
-385
2537
– –
-10,432
2538
– –
-5,153
2539
– –
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2540
$0 ﹤0.01%
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2541
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2542
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$0 ﹤0.01%
1
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-3,373
2546
$0 ﹤0.01%
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$0 ﹤0.01%
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-3
2548
$0 ﹤0.01%
1
-6
2549
– –
-4,002
2550
$0 ﹤0.01%
2
-30
100 101
102
103 104