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
451
$82K 0.07%
392
-483
452
$82K 0.07%
727
-657
453
$82K 0.07%
+5,335
454
$82K 0.07%
3,909
-207
455
$82K 0.07%
1,977
-1,615
456
$82K 0.07%
1,414
+490
457
$82K 0.07%
364
+323
458
$81K 0.07%
+1,211
459
$81K 0.07%
1,522
+1,516
460
$81K 0.07%
165
-296
461
$81K 0.07%
1,416
+609
462
$81K 0.07%
5,800
+3,514
463
$80K 0.07%
438
+394
464
$80K 0.07%
451
+283
465
$80K 0.07%
559
-35
466
$80K 0.07%
3,248
-1,041
467
$80K 0.07%
455
-176
468
$80K 0.07%
1,420
+494
469
$80K 0.07%
2,143
-11
470
$80K 0.07%
239
+204
471
$79K 0.07%
395
+300
472
$79K 0.07%
+6,864
473
$79K 0.07%
875
+867
474
$79K 0.07%
1,346
+55
475
$79K 0.07%
1,615
+9
17 18
19
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