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
26
$371K 0.33%
732
+31
27
$363K 0.32%
13,903
+5,267
28
$357K 0.31%
43,166
+36,709
29
$356K 0.31%
24,572
+4,415
30
$354K 0.31%
4,985
+324
31
$354K 0.31%
9,241
+7,762
32
$350K 0.31%
2,316
-4
33
$332K 0.29%
13,209
+6,278
34
$328K 0.29%
17,028
-1,628
35
$309K 0.27%
2,280
-1,487
36
$300K 0.26%
1,835
-477
37
$299K 0.26%
7,058
-90
38
$297K 0.26%
6,782
-249
39
$294K 0.26%
495
-3
40
$289K 0.25%
1,626
-380
41
$285K 0.25%
4,046
-131
42
$284K 0.25%
2,777
+417
43
$280K 0.25%
38,240
+20,776
44
$277K 0.24%
1,001
+50
45
$273K 0.24%
11,764
-247
46
$272K 0.24%
22,500
+960
47
$272K 0.24%
1,761
-116
48
$269K 0.24%
18,729
+2,555
49
$269K 0.24%
16,920
+4,373
50
$268K 0.24%
927
+98
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2
3 4 5