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
351
$99K 0.09%
3,426
-4,657
352
$99K 0.09%
495
+52
353
$99K 0.09%
337
-16
354
$99K 0.09%
1,684
-763
355
$98K 0.09%
538
-69
356
$98K 0.09%
695
+557
357
$98K 0.09%
1,749
+10
358
$98K 0.09%
1,250
+267
359
$98K 0.09%
7,476
+7,448
360
$97K 0.09%
1,912
-371
361
$97K 0.09%
1,369
+575
362
$97K 0.09%
1,096
+1,037
363
$97K 0.09%
3,262
-114
364
$97K 0.09%
3,396
+3,112
365
$97K 0.09%
780
+701
366
$97K 0.09%
8,466
+2,254
367
$96K 0.08%
729
+419
368
$96K 0.08%
2,736
-378
369
$96K 0.08%
7,800
+7,374
370
$96K 0.08%
10,119
-24
371
$95K 0.08%
362
+265
372
$95K 0.08%
44
-1
373
$95K 0.08%
1,763
+1,204
374
$95K 0.08%
1,453
375
$94K 0.08%
856
-309
13 14
15
16 17