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
401
$89K 0.08%
977
+962
402
$89K 0.08%
1,087
-676
403
$89K 0.08%
542
+85
404
$89K 0.08%
1,917
+1,911
405
$89K 0.08%
1,814
-1,325
406
$89K 0.08%
1,234
-269
407
$89K 0.08%
1,235
-269
408
$88K 0.08%
10,480
-6,053
409
$88K 0.08%
960
+213
410
$88K 0.08%
3,175
+144
411
$88K 0.08%
806
-118
412
$88K 0.08%
1,415
+698
413
$88K 0.08%
1,073
-2
414
$88K 0.08%
1,524
+11
415
$88K 0.08%
703
+55
416
$88K 0.08%
1,888
+1,699
417
$87K 0.08%
623
-250
418
$87K 0.08%
604
+512
419
$87K 0.08%
+1,543
420
$87K 0.08%
1,707
-505
421
$86K 0.08%
1,530
+976
422
$86K 0.08%
3,096
+948
423
$86K 0.08%
4,430
+1,280
424
$86K 0.08%
552
-165
425
$86K 0.08%
6,708
-5,704
15 16
17
18 19