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
276
$116K 0.1%
8,031
+649
277
$116K 0.1%
5,390
-2,139
278
$116K 0.1%
4,367
-4,936
279
$115K 0.1%
419
-11
280
$115K 0.1%
2,376
-348
281
$115K 0.1%
541
-77
282
$115K 0.1%
4,019
-81
283
$115K 0.1%
3,303
+82
284
$115K 0.1%
1,164
+469
285
$115K 0.1%
7,162
+1,641
286
$114K 0.1%
631
-314
287
$114K 0.1%
444
+96
288
$114K 0.1%
1,441
-416
289
$114K 0.1%
+5,981
290
$113K 0.1%
1,791
+318
291
$113K 0.1%
506
+84
292
$113K 0.1%
+3,239
293
$113K 0.1%
3,349
+1,216
294
$113K 0.1%
2,993
+179
295
$112K 0.1%
1,808
-319
296
$112K 0.1%
885
-988
297
$112K 0.1%
804
+704
298
$112K 0.1%
13,096
+11,930
299
$111K 0.1%
2,442
-95
300
$111K 0.1%
2,767
+1,821
10 11
12
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