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
326
$104K 0.09%
779
-1,476
327
$104K 0.09%
4,024
+3,733
328
$104K 0.09%
8,103
+1,874
329
$104K 0.09%
1,590
+310
330
$104K 0.09%
1,417
-92
331
$104K 0.09%
1,183
+1,091
332
$104K 0.09%
1,091
+702
333
$104K 0.09%
344
-346
334
$104K 0.09%
438
+230
335
$103K 0.09%
3,220
+541
336
$103K 0.09%
2,733
-739
337
$101K 0.09%
1,496
-229
338
$101K 0.09%
8,632
339
$101K 0.09%
450
-68
340
$101K 0.09%
1,400
-167
341
$101K 0.09%
3,507
-1,412
342
$101K 0.09%
3,548
+177
343
$100K 0.09%
1,606
+1,322
344
$100K 0.09%
1,499
+914
345
$100K 0.09%
1,676
+1,194
346
$100K 0.09%
361
-53
347
$100K 0.09%
120
+12
348
$100K 0.09%
1,553
-293
349
$99K 0.09%
602
-181
350
$99K 0.09%
4,222
+2,067
12 13
14
15 16