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
501
$76K 0.07%
2,643
+2,381
502
$76K 0.07%
1,899
+1,892
503
$76K 0.07%
7,009
-3,109
504
$75K 0.07%
455
+281
505
$75K 0.07%
641
-333
506
$75K 0.07%
1,396
-134
507
$75K 0.07%
909
+786
508
$75K 0.07%
1,056
+62
509
$75K 0.07%
+2,388
510
$75K 0.07%
456
-685
511
$75K 0.07%
550
+467
512
$75K 0.07%
1,417
+1,250
513
$75K 0.07%
945
-400
514
$74K 0.07%
344
+124
515
$74K 0.07%
+5,406
516
$74K 0.07%
2,303
+1,075
517
$74K 0.07%
1,872
-35
518
$74K 0.07%
1,788
+221
519
$74K 0.07%
987
+68
520
$74K 0.07%
844
+157
521
$74K 0.07%
705
-369
522
$73K 0.06%
1,088
+893
523
$73K 0.06%
1,981
+1,962
524
$73K 0.06%
1,646
+1,638
525
$73K 0.06%
395
-346
19 20
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