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
301
$111K 0.1%
1,007
+831
302
$111K 0.1%
1,860
-1
303
$110K 0.1%
883
-100
304
$110K 0.1%
541
+26
305
$109K 0.1%
1,394
+756
306
$109K 0.1%
3,865
-1,030
307
$108K 0.1%
284
-69
308
$108K 0.1%
4,633
+4,281
309
$108K 0.1%
9,094
+9,059
310
$108K 0.1%
2,082
+1,790
311
$108K 0.1%
2,120
+900
312
$107K 0.09%
525
-293
313
$107K 0.09%
1,154
-1,004
314
$107K 0.09%
1,144
+970
315
$107K 0.09%
2,188
-96
316
$107K 0.09%
1,050
+76
317
$106K 0.09%
3,075
-9
318
$106K 0.09%
1,043
+357
319
$105K 0.09%
395
-35
320
$105K 0.09%
3,814
+1,179
321
$105K 0.09%
4,580
-2,712
322
$105K 0.09%
4,297
-1,899
323
$105K 0.09%
11,467
+5,823
324
$105K 0.09%
1,866
+1,535
325
$105K 0.09%
3,504
+3,435
11 12
13
14 15