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
476
$79K 0.07%
378
+72
477
$79K 0.07%
1,128
+1,000
478
$79K 0.07%
3,617
+3,462
479
$78K 0.07%
7,260
+7,252
480
$78K 0.07%
+678
481
$78K 0.07%
2,896
-617
482
$78K 0.07%
5,276
-3,609
483
$78K 0.07%
258
-136
484
$78K 0.07%
5,140
+4,203
485
$78K 0.07%
+6,175
486
$78K 0.07%
2,193
-511
487
$78K 0.07%
2,852
+2,390
488
$77K 0.07%
839
-108
489
$77K 0.07%
3,202
+2,961
490
$77K 0.07%
3,296
-1,654
491
$77K 0.07%
2,539
-795
492
$77K 0.07%
914
+327
493
$77K 0.07%
2,698
+2,658
494
$76K 0.07%
837
-316
495
$76K 0.07%
2,621
+247
496
$76K 0.07%
4,799
+4,521
497
$76K 0.07%
+3,236
498
$76K 0.07%
1,158
+485
499
$76K 0.07%
1,751
+1,427
500
$76K 0.07%
921
-787
18 19
20
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