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
251
$123K 0.11%
569
-106
252
$123K 0.11%
3,456
-355
253
$123K 0.11%
2,284
+695
254
$123K 0.11%
6,136
+516
255
$122K 0.11%
892
+748
256
$122K 0.11%
1,928
+310
257
$122K 0.11%
1,773
+719
258
$122K 0.11%
9,024
+5,643
259
$121K 0.11%
1,730
+580
260
$121K 0.11%
6,667
+3,479
261
$121K 0.11%
4,092
+766
262
$121K 0.11%
910
+797
263
$120K 0.11%
1,857
+212
264
$120K 0.11%
5,048
+66
265
$120K 0.11%
457
+454
266
$119K 0.1%
696
+60
267
$119K 0.1%
1,477
+434
268
$118K 0.1%
2,431
+1,374
269
$118K 0.1%
34
+5
270
$118K 0.1%
619
-2
271
$118K 0.1%
633
+53
272
$118K 0.1%
1,187
-481
273
$118K 0.1%
532
-223
274
$117K 0.1%
2,484
+2,427
275
$117K 0.1%
1,456
-1,691
9 10
11
12 13