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
376
$94K 0.08%
2,326
+2,317
377
$94K 0.08%
3,359
+3,004
378
$94K 0.08%
502
+500
379
$94K 0.08%
194
+28
380
$94K 0.08%
475
-13
381
$94K 0.08%
1,142
+184
382
$94K 0.08%
3,613
-11
383
$94K 0.08%
7,651
+4,839
384
$94K 0.08%
381
+184
385
$93K 0.08%
902
+868
386
$93K 0.08%
591
-581
387
$93K 0.08%
5,032
-293
388
$93K 0.08%
5,955
-1,363
389
$93K 0.08%
2,135
+265
390
$93K 0.08%
2,112
+1,728
391
$92K 0.08%
2,103
+517
392
$91K 0.08%
4,720
-3,738
393
$91K 0.08%
4,540
+788
394
$91K 0.08%
179
-58
395
$91K 0.08%
2,386
-1,751
396
$90K 0.08%
3,482
+2,890
397
$90K 0.08%
2,480
-1,010
398
$90K 0.08%
83
+73
399
$90K 0.08%
564
-110
400
$90K 0.08%
6,630
-297
14 15
16
17 18