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
426
$86K 0.08%
1,392
-143
427
$86K 0.08%
5,193
-147
428
$86K 0.08%
2,722
+1,462
429
$85K 0.07%
204
+9
430
$85K 0.07%
2,197
+1,050
431
$85K 0.07%
2,044
+426
432
$85K 0.07%
54
433
$85K 0.07%
1,095
+115
434
$85K 0.07%
1,263
-271
435
$85K 0.07%
3,368
+2,270
436
$85K 0.07%
1,258
-668
437
$85K 0.07%
2,561
-10
438
$85K 0.07%
1,358
-943
439
$85K 0.07%
368
-73
440
$85K 0.07%
276
+64
441
$85K 0.07%
1,274
-757
442
$84K 0.07%
155
-19
443
$84K 0.07%
1,058
-17
444
$84K 0.07%
3,596
+284
445
$83K 0.07%
1,975
+1,688
446
$83K 0.07%
880
+772
447
$83K 0.07%
577
+576
448
$83K 0.07%
1,261
+1,135
449
$82K 0.07%
6,527
-32
450
$82K 0.07%
2,589
-1,478
16 17
18
19 20