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
2601
– –
-2,082
2602
– –
0
2603
$0 ﹤0.01%
2
-1
2604
$0 ﹤0.01%
+13
2605
$0 ﹤0.01%
+10
2606
$0 ﹤0.01%
+35
2607
– –
-14
2608
$0 ﹤0.01%
7
-9
2609
$0 ﹤0.01%
2
-1
2610
$0 ﹤0.01%
6
+2
2611
$0 ﹤0.01%
12
-11
2612
$0 ﹤0.01%
5
-2
2613
$0 ﹤0.01%
6
-6
2614
$0 ﹤0.01%
5
+1
2615
$0 ﹤0.01%
9
-4
2616
$0 ﹤0.01%
19
-127
2617
$0 ﹤0.01%
+9
2618
$0 ﹤0.01%
3
-1
2619
$0 ﹤0.01%
2
-2
2620
$0 ﹤0.01%
12
-5
2621
$0 ﹤0.01%
12
-3
2622
$0 ﹤0.01%
+8
2623
$0 ﹤0.01%
2
-191
2624
$0 ﹤0.01%
6
-1
2625
$0 ﹤0.01%
17
-205
103 104
105
106 107